Financial Services Office Administrator

Financial Services Office Administrator

On behalf of our client, we are seeking a dedicated and motivated Financial Services Office Administrator to join their dynamic team. This role presents an outstanding opportunity to support key wealth management operations, deliver high-quality client support, and advance your career within a collaborative and progressive environment. If you are passionate about precision, exceptional client service, and professional development, this opportunity offers a varied and rewarding workload.

Benefits

• Salary: Competitive salary up to £32,000 per annum (dependent on experience)
• Holiday Allowance: 26 days annual leave plus statutory bank holidays (includes Christmas office closure)
• Healthcare & Wellbeing: Private medical insurance
• Professional Growth: Structured training opportunities with study support and exam sponsorship for financial qualifications

Responsibilities

• Execute day-to-day office administration, including managing phone enquiries, client communications, and daily postal distribution.
• Process client applications and accurately submit new business across various financial platforms and provider portals.
• Carry out detailed financial transactions and adjustments under strict instructions from Senior Financial Advisers.
• Liaise directly with third-party providers, product providers, and clients to gather, verify, and update transactional information.
• Maintain accurate internal systems, CRM databases, and client records.
• Organise client review schedules and assemble pre-meeting documentation and valuation reports.
• Deliver dedicated administrative support to Advisers and Paraplanners to ensure a seamless client journey.
• Collaborate across internal teams to ensure operational goals, compliance standards, and project deadlines are consistently met.

Qualifications

• Proven administrative experience gained specifically within the financial services sector (e.g., IFA, wealth management, or provider environment).
• Proficiency across financial platforms, provider portals, and internal database management systems.
• Strong organisational and workload management capabilities with the ability to balance competing priorities.
• Outstanding written and verbal communication skills with a professional, customer-focused approach.
• A proactive mindset with a genuine enthusiasm for continuous learning and career progression in financial services.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.

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