Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client documentation and support advisers in financial planning.
- Company: Join a well-established wealth management firm with a supportive team culture.
- Benefits: Competitive salary, generous holiday, gym membership, and pension scheme.
- Other info: Dynamic environment with opportunities for professional development.
- Why this job: Make a real impact in financial services while growing your career.
- Qualifications: 3-5 years in financial services administration with strong organisational skills.
The predicted salary is between 28000 - 32000 £ per year.
As a well-established wealth management firm, Willday Wealth Management is seeking an experienced and detail-oriented Financial Services Administrator to join our growing team. This role is ideal for someone with 3–5 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
- Defaqto risk reports
- CashCalc cash‑flow modelling reports
- Preparing annual review documentation, including:
- Portfolio valuations
- Fund performance and analysis
- Cashflow reports (where required)
About You:
The ideal candidate will:
- 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 Willday Offers:
- £28,000 to £32,000 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 DMU gym membership
- Discretionary quarterly team bonus awards
- Employee and client referral scheme
- Supportive team environment within a growing business
Experienced Financial Services Administrator in Leicester employer: Willday Wealth Management Limited
Contact Detail:
Willday Wealth Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Services Administrator in Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and recent news. This will help you tailor your responses and show that you're genuinely interested in joining their team.
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with clients and advisers, being articulate and confident is key. Consider doing mock interviews with friends or using online resources to sharpen your delivery.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications come directly from candidates who are excited about joining us. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Experienced Financial Services Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your 3-5 years of experience and any specific skills that match the job description, like managing client documentation or using CRM systems.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at Willday Wealth Management. Mention your attention to detail and how you can support advisers effectively.
Showcase Relevant Experience: When filling out your application, be sure to showcase your relevant experience in financial services administration. Talk about your familiarity with tools like Defaqto or CashCalc, as these will catch our eye!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Willday Wealth Management Limited
✨Know Your Stuff
Make sure you brush up on your financial services knowledge. Understand the key responsibilities of the role and be ready to discuss how your 3-5 years of experience aligns with them. Familiarise yourself with terms like 'FCA daybook' and 'portfolio valuations' so you can speak confidently about them.
✨Showcase Your Organisation Skills
As an administrator, being organised is crucial. Prepare examples of how you've managed multiple tasks efficiently in previous roles. You might want to mention specific tools or systems you've used, especially CRM systems, to demonstrate your capability.
✨Practice Your Communication
Strong written and verbal communication skills are a must for this role. Consider practising common interview questions with a friend or in front of a mirror. Be ready to explain how you've effectively liaised with clients and providers in the past.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. You could ask about the team dynamics, the tools they use, or how they measure success in this position. It’s a great way to leave a lasting impression.