Financial Services Administrator - Wealth Management
The role of Financial Services Administrator:
- Provide administrative support to Financial Advisers and the wider Practice team
- Meet and greet clients, ensuring a professional and welcoming experience
- Manage appointment scheduling and confirmations for client meetings
- Prepare documentation and financial reviews for adviser meetings
- Type and maintain accurate meeting notes and client records
- Liaise with clients regarding appointments and ongoing servicing requirements
- Prepare illustrations and quotations using financial planning systems including Solution Builder
- Request and obtain ceding scheme information from providers
- Liaise with providers to ensure all requirements and documentation are completed efficiently
- Process client requests including fund switches and withdrawals
- Accurately input and maintain data using back‑office systems including St. James's Place iBusiness and Salesforce
- Maintain electronic and paper filing systems, including scanning and document management
The ideal Financial Services Administrator:
- GCSEs (or equivalent) including English Language and Mathematics
- Previous administration experience within an office environment
- Strong organisational and time management skills
- Excellent interpersonal and communication abilities
- High attention to detail and accuracy
- Confident using Microsoft Office and administration systems
- Professional and client-focused approach
As experience develops, responsibilities may progress to include assisting with research and suitability reports, processing new business applications, and taking greater ownership of client servicing and case management.
