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.
Charterhouse Recruitment (Yorkshire) Ltd is committed to protecting your personal data.
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Financial Services Office Administrator employer: Charterhouse Recruitment
Join a leading manufacturing business that values collaboration and customer focus, offering a competitive salary package and opportunities for career growth. With a supportive work culture and the flexibility of remote or hub-based working, you will thrive in an environment that encourages strong relationships and sustainable growth within the public sector. Enjoy increased holiday benefits with service and a guaranteed review at six months, making this an excellent opportunity for those looking to make a meaningful impact.
