Financial Services Administrator

5 days ago


Farnham, United Kingdom HighPoint Full time

Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience.

Financial Services AdministratorBenefits and Package:

  • 09:00 - 17:00 (Monday to Friday)
  • Free On Site Parking
  • 20 Days Annual Leave
  • 5 days a week in the office
  • Up to 5% annual bonus paid in December
  • All expenses paid annual conference trip

Financial Services Administrator Key Responsibilities and Accountabilities:

  • Submit all new business applications to providers and monitor progress within pre-set timescales.
  • Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
  • Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.
  • Communicate with clients to provide a first-class client journey.
  • Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
  • Build relationships with allocated advisers.
  • Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.


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