Financial Services Administrator - TR-1288945
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Salary
£25,000 - £30,000 pa -
Location
Henley In Arden -
Working Hours
Full Time - Apply Now
Job Title: Financial Services Administrator
Contract: Permanent
Salary: Circa £25,000 – £30,000 per annum
Hours:
Monday to Thursday 09:00 – 17:00 (1hr lunch break)
Friday 08:30 – 16:00 (30-minute lunch break)
Location: Henley-in-Arden with hybrid working
Benefits: 25 days holiday plus bank holidays (including Christmas & New Year office closure), 5% employer pension contribution (3% employee), Death in Service benefit, Cashback healthcare scheme, Free on-site, secure parking, Hybrid working (a mix of office collaboration and home-based focus time), Support for professional qualifications and ongoing career development.
Looking for a career start where your organisation, problem-solving, and attention to detail can shine? Whether you’re a graduate eager to launch your career in financial services or an administrator from another sector ready for a new challenge, this could be the ideal role for you.
You’ll join a supportive, professional team and work closely with expert Financial Advisers, playing a key part in delivering excellent service to clients. This role offers variety, hybrid working, fantastic benefits, and a genuine opportunity to develop your skills and grow a long-term career in financial services.
What you’ll be doing:
- Providing comprehensive administrative support to Financial Advisers across investments, pensions, protection, and tax planning.
- Managing client queries with professionalism and care.
- Liaising with product providers and third parties to obtain accurate information.
- Preparing documentation, reports, and review packs.
- Maintaining meticulous client records in line with FCA compliance and company policies.
- Ensuring processes run smoothly, even during busy periods or staff absence.
What we’re looking for:
- Previous experience in financial services administration is beneficial, but we also welcome applications from graduates and talented administrators from other professional backgrounds.
- Strong attention to detail and high levels of accuracy.
- Confident IT skills, including Microsoft Word, Excel, and Outlook (experience with Intelliflo is an advantage, but training is provided).
- Excellent communication skills, both written and verbal.
- A proactive, organised approach with the ability to prioritise tasks and meet deadlines.
- A genuine team player who enjoys contributing to a supportive working culture.
If you’re looking to kickstart a rewarding career where your development is supported, your ideas are valued, and your work genuinely makes a difference, we’d love to hear from you. Apply today and take the next step towards building your future in financial services.
If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills, and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details on your CV are up to date.