Financial Services Administrator

Posted 22 February by Interaction Recruitment
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I am working with a Financial Advisory Business based in South Lincolnshire, who are looking for a Financial Services Administrator to join their well-established team.


In addition to administrative duties, the role will include –

  • Manage the financial Planner’s Diary, arrange appointments and handling external calls

  • Set up and maintain accurate client records using the back office systems;

  • Prepare information and valuations of clients’ existing plans for adviser appointments;

  • Keep full and accurate up to date notes regarding progress on individual clients, actions required, applications and progress made;

  • Process applications for all product types, manually, online or using interactive underwriting through telephone interviews with clients;

  • Prepare and draft client letters and reports;

  • Ensure compliance procedures are followed and submit cases for compliance checking

  • Attend and contribute to monthly staff meetings;

  • Take ownership for self development and regular training;

  • Support other individual team members and the development of the team as a whole.


  • Demonstrable track record of working in administration in Financial Services;

  • Grade C or above in GCSE maths and English;

  • Fast accurate typing skills and excellent knowledge and ability with Microsoft Office

  • Strong organisational skills with the ability to multitask and work under pressure;

  • High degree of accuracy and attention to detail;

  • Excellent verbal and written communication skills;

  • Enthusiastic and willing to learn.

    If you feel you suit the role, please apply below or send your CV to

Reference: 37355435

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