Financial Services Administrator

Quick Questions: Do you have experience working as a Financial Services Administrator? Are you looking to join a leading firm that offers excellent benefits and career development opportunities? Benefits: 25 days annual leave plus bank holidays Additional holiday: +1 day for each full year of service (up to 30 days) Extra day off for your birthday (if it falls on a working day) Annual Mental Health Day 7% pension contribution About the Company: Our client is a UK-based wealth management firm, providing tailored financial advice and long-term solutions to help clients grow and protect their wealth. The firm is known for high-quality client service and access to extensive resources, offering employees the chance to develop their skills and contribute to meaningful financial planning. Key Duties Financial Services Administrator: Prepare documentation ahead of client review meetings, ensuring advisers are fully briefed and all outstanding requirements are highlighted. Answer incoming calls, dealing confidently and professionally with clients, providers, and third parties. Ensure all compliance documents are accurately completed and saved to relevant platforms (Salesforce, IBusiness, and client files). Skills Required: Excellent face-to-face and telephone client interaction skills, with the ability to build rapport quickly and provide high-quality support. Professionalism and discretion, projecting a confident and trustworthy image at all times. Strong written communication and attention to detail, ensuring clarity and accuracy in all documentation. Apply Today Financial Services Administrator Role: Submit your application now. A specialist consultant will review your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Please note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful. TPBN1_UKTJ

Created: 2026-01-14