At a Glance
- Tasks: Manage client documentation and support advisers in financial planning.
- Company: Established wealth management firm with a supportive team culture.
- Benefits: Salary up to £36,000, 28 days holiday, gym membership, and private medical insurance.
- Other info: Dynamic role with opportunities for career growth and development.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: 3+ years in financial services administration and strong communication skills.
The predicted salary is between 28000 - 36000 £ per year.
My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team. This role is ideal for someone with 3+ years experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting advisers with more technical aspects of financial planning. You will play a key role in ensuring efficient operations and delivering a high standard of service to both clients and advisers.
Key Responsibilities:
- Answering incoming calls and acting as a first point of contact for clients
- Welcoming clients into the office and preparing meeting rooms and refreshments
- Managing incoming and outgoing post
- Scanning, organising, and uploading documents to CRM systems
- Monitoring shared inboxes and handling correspondence
- Liaising with providers to chase outstanding information
- Maintaining the FCA daybook for advisers
- Processing letters of authority and organising policy documentation
- Supporting advisers with client file organisation and post-meeting administration
- Preparing portfolio overviews based on provider information
- Producing financial planning reports, including: Defaqto risk reports, FE Analytics fund research, CashCalc cashflow modelling reports
- Preparing annual review documentation, including: Portfolio valuations, Fund performance and analysis, Cashflow reports (where required)
- Assisting with business submissions and simple online applications
- Attending meetings with advisers where required to support the advice process
About You:
- Have 3-5 years experience in a financial services administration role
- Have a strong understanding of financial planning processes and documentation
- Be highly organised with excellent attention to detail
- Have strong written and verbal communication skills
- Be confident liaising with providers, clients, and advisers
- Be able to prioritise and manage multiple tasks efficiently
- Have experience using CRM systems and financial planning tools
- Have good working knowledge of Microsoft Office
- Experience with tools such as Defaqto, FE Analytics, or CashCalc
What's on offer:
- £28,000 to £36,000 salary depending on experience
- 28 days holiday (including bank holidays)
- Additional holiday per year of service (capped at 5 days)
- Option to carry over up to 3 unused holiday days
- Workplace pension (5% employee / 3% employer via True Potential)
- Free gym membership
- Private Medical Insurance
- Discretionary quarterly team bonus awards
- Employee and client referral scheme
- Supportive team environment within a growing business
- Assistance with parking costs
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Senior Financial Services Administrator employer: North Oak Recruitment
Join a well-established wealth management firm in Leicester, where you will thrive in a supportive team environment that values your expertise and attention to detail. With competitive salaries, generous holiday allowances, and benefits like private medical insurance and free gym membership, this role offers not just a job, but a pathway for professional growth and a rewarding career in financial services administration.
