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.
If you are a detail-driven administrative professional looking to build a long-term career within financial services, we encourage you to apply for this exciting opportunity with our client.
We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.
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Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.
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