We are partnering with a highly regarded financial services firm to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn’t hire frequently, offering a genuinely supportive environment where you’ll be a valued part of a close-knit team.If you’re currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships.Why This Role Stands Out This isn’t just another administrative position. You’ll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client base, particularly in areas such as income drawdown and ongoing servicing, you’ll play a key role in delivering a high-quality, tailored service.As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth.Key ResponsibilitiesBuilding and maintaining strong client relationships through regular contact and supportLiaising with providers, lenders, and solicitors to progress cases efficientlyAssisting with product and fund researchProducing cashflow modelsSupporting the preparation of suitability reports (training available if required)Managing new business processing through to completionEnsuring all client files are accurate, compliant, and up to dateHandling mortgage documentation and coordinating applicationsSupporting ongoing client servicing, including changes and withdrawalsManaging client reviews and preparing review suitability lettersMaintaining and updating CRM systemsHandling post, calls, and general administrative dutiesSupporting wider team functions, including IT coordination when requiredMaintaining CPD and attending relevant industry seminarsAbout YouPrevious experience within a financial advisory practice is essentialStrong knowledge of pensions and investments administrationMortgage experience is advantageous but not essentialHighly organised with excellent attention to detailA team player who thrives in a collaborative environmentConfident communicator with a client-focused approachEnthusiastic, proactive, and keen to developWhat’s on OfferCompetitive salary (depending on experience)Pension schemeA genuinely friendly, close-knit team environmentOpportunity to grow and develop with the businessIf you’re looking for a role where you can step away from rigid corporate structures and join a business that truly values its people, we’d love to hear from you.By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information on how we use your data is available on our website.
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