Financial Services Administrator

1 week ago

Leicester, United Kingdom Insure Recruitment Full time

We are seeking a talented Financial Services Administrator to join our client, a well-established financial services firm based in Central Leicester. Their experienced financial advisors have over 100 years of combined experience, providing exceptional customer service and guidance to their clients. They offer a comprehensive range of financial products, including:

  • Pensions and retirement planning
  • Savings and investments
  • Protection Insurance
  • Income protection

The Role:

In this exciting role, you will play a vital role in the smooth operation of the office and provide invaluable administration support to the financial advisers.

Key Responsibilities:

  • Manage client onboarding and account administration, including data entry, document management, and file maintenance.
  • Process new business applications and ensure compliance with all regulatory requirements.
  • Provide administrative support to financial advisors, including scheduling appointments, preparing meeting materials, and managing client communication.
  • Maintain accurate and up-to-date client records and ensure data security and confidentiality.
  • Assist with the preparation of client reports and other financial documents.
  • Answer client inquiries and provide general administrative support to the office.

Ideal Candidate Profile:

  • Minimum of 2 years' experience as a Financial Services Administrator or similar role such as a pensions or investments administrator working in a FCA regulated environment.
  • Strong understanding of financial services products and regulations.
  • Excellent organisational and time management skills.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and accuracy.
  • Experience with intelligent office or platform solutions (e.g., Salesforce, Microsoft Dynamics) is desirable.

Competitive salary and benefits package, including:

  • 23 days' holiday per year rising with years of service plus bank holidays
  • Private medical insurance after a successful 6-month probation period
  • Opportunities for career development and progression
  • Support to gain financial services qualifications
  • A supportive and collaborative working environment
  • Full-time office-based role Monday – Friday 9 am to 5:30 pm

To apply, submit your most updated CV.

At Insure Recruitment, we work with clients dedicated to fostering a diverse, inclusive, and authentic workplace. If you're enthusiastic about this role and your experience doesn't perfectly align with all criteria, we encourage you to apply – you might be the perfect fit for this or other roles.

  • Financial Services Administrator

    3 weeks ago

    Leicester, Leicestershire, United Kingdom Insure Recruitment Full time

    We are seeking a talented Financial Services Administrator to join our client, a well-established financial services firm based in Central Leicester. Their experienced financial advisors have over 100 years of combined experience, providing exceptional customer service and guidance to their clients. They offer a comprehensive range of financial products,...

  • Financial Services Administrator

    4 days ago

    Leicester, United Kingdom North Oak Recruitment Ltd Full time

    Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1292) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but...

  • Financial Services Administrator

    3 weeks ago

    Leicester, United Kingdom North Oak Recruitment Full time

    Financial Services Administrator (CRM)Leicester City Centre (Our Ref AL1292)Salary to c£30,000 pa dep on exp + benefitsMy client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period.Responsibilities may include, but are not...

  • Financial Crime Executive

    2 weeks ago

    Leicester, United Kingdom Bibby Financial Services Full time

    **Financial Crime Executive** Bibby Financial Services have an exciting opportunity available for a reliable **Financial Crime Executive **to join our team based in Leicester on a hybrid basis. You will join us on a **full time, permanent basis **and in return, you will receive a **competitive salary plus benefits.** We’ve supported small and...

  • Financial Services Administrator

    3 weeks ago

    Leicester, United Kingdom North Oak Recruitment Ltd Full time

    Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1292) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but...

  • Financial Services Administrator

    4 weeks ago

    Leicester, United Kingdom Clark James Recruitment Full time

    Clark James Recruitment are working with a highly professional firm of independent Financial Advisers who are highly regarded within the Financial Services industry. **Role** - A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry. - This role will suit someone who has...

  • Financial Services Administrator

    4 weeks ago

    Leicester, United Kingdom Clark James Recruitment Full time

    Clark James Recruitment are working with a highly professional firm of independent Financial Advisers who are highly regarded within the Financial Services industry. **Role** - A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry. - This role will suit someone who has...

  • Administrator - Financial Services

    3 weeks ago

    Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 20/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...

  • Administrator - Financial Services

    4 weeks ago

    Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 17/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...

  • Administrator - Financial Services

    4 weeks ago

    Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 15/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...

  • Administrator - Financial Services

    3 weeks ago

    Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 20/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...

  • Financial Services Administrator

    3 weeks ago

    Leicester, United Kingdom North Oak Recruitment Full time

    Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1292) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but...

  • Financial Services Administrator

    3 weeks ago

    Leicester, United Kingdom North Oak Recruitment Full time

    Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1292) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but...

  • Financial Services Administrator

    7 days ago

    Leicester, Leicester, United Kingdom North Oak Recruitment Full time

    We are looking for a Financial Services Administrator (CRM) in Leicester City Centre to join a well-established IFA team!This role offers a **salary** of up to £30,000 per annum, depending on experience, plus additional benefits. You will mainly work in the office with the flexibility of one day working from home each week after the probation period.Key...

  • Financial Services Administrator

    7 days ago

    Leicester, United Kingdom mbf. Remote Work Freelance Full time

    Financial Services Administrator - Investment Operations, Clearing Leicester - £25,000 plus company Benefits Initial 12 month contract - It is likely that there will be a permanent role at the end of that MBF Recruitment are currently working with a boutique Stockbroking organisation based in Leicester who are looking to recruit an experienced Administrator...

  • Junior Paraplanner

    1 week ago

    Leicester, Leicestershire, United Kingdom Robinson Financial Careers Full time

    A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial...

  • Junior Paraplanner

    4 days ago

    Leicester, United Kingdom Robinson Financial Careers Full time

    A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial...

  • Administrator

    2 weeks ago

    Leicester, United Kingdom H S P Financial Planning Ltd Full time

    HSP Financial Planning Ltd is a firm of Independent Financial Advisers based in Whetstone, Leicestershire. Established in 1977 we have built up a reputation for providing trusted professional advice given by approachable and dedicated advisers, supported by an experienced administration team. **Responsibilities**: - Perform various administrative tasks,...

  • Administrator

    2 days ago

    Leicester, United Kingdom H S P Financial Planning Ltd Full time

    HSP Financial Planning Ltd is a firm of Independent Financial Advisers based in Whetstone, Leicestershire. Established in 1977 we have built up a reputation for providing trusted professional advice given by approachable and dedicated advisers, supported by an experienced administration team. **Responsibilities**: - Perform various administrative tasks,...

  • Financial Planning Administrator

    3 weeks ago

    Leicester, United Kingdom Recruit Wealth Full time

    Recruit Wealth are representing a highly successful, independent Financial Planning business who are currently recruiting for an experienced Administrator to join their Leiecister team. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and...