Financial Services Administrator

• Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the client journey, ensuring efficient administration and maintaining the highest standards of regulatory compliance.
• Processing new business applications across pensions, investments and protection products
• Managing Letters of Authority (LOAs) and obtaining information from providers
• Preparing client review packs and supporting ongoing servicing requirements
• Liaising with clients, providers, advisers and paraplanners to progress cases efficiently
• Maintaining accurate client records and updating back-office systems
• Conducting Know Your Customer (KYC) checks and ensuring client records remain up to date
• Supporting Anti-Money Laundering (AML) processes, including client verification and due diligence checks
• Assisting with fund switches, withdrawals, transfers and other client servicing activities
• Monitoring outstanding requirements and ensuring cases progress within agreed timescales
• Ensuring all administration is completed in line with FCA regulations and company compliance procedures

What we are looking for

• Previous experience within a Financial Planning, Wealth Management or IFA environment.
• Strong understanding of financial services administration processes.
• Experience completing KYC and AML checks.
• Excellent organisational skills with strong attention to detail.
• Professional communication skills and a client-focused approach.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience using financial planning back-office systems such as Intelligent Office, Xplan or similar would be advantageous.
• Knowledge of pensions, investments and protection products is desirable.

What we offer

• Study support
• Cycle to work scheme
• Supportive culture
• Recognition and development

#J-18808-Ljbffr