Financial Services Administrator

3 weeks ago


Wolverhampton, Wolverhampton, United Kingdom Hays Specialist Recruitment Limited Full time

Are you seeking a rewarding administrative position in the financial sector? We have an exciting opportunity for a dedicated professional to join our team at Hays Specialist Recruitment Limited. This is a permanent role that requires prior experience in the financial services industry.

Position: Financial Services Administrator
Salary: £25,000 - £27,000
Location: Office-based
Employment Type: Full-time and Permanent

Role Overview:
As a Financial Services Administrator, you will play a crucial role in providing comprehensive administrative support to our advisors, clients, and stakeholders. Your responsibilities will include addressing inquiries and completing various tasks efficiently.

Key Responsibilities:

  • Scheduling appointments for clients
  • Preparing pre-meeting documentation and distributing welcome materials
  • Recording all client communications and inquiries in our internal CRM system
  • Ensuring compliance with industry regulations, including FCA and GDPR
  • Entering client information into our internal databases
  • Generating and dispatching business correspondence
  • Assisting the paraplanning team with administrative tasks
  • Managing email correspondence
  • Providing support to other departments as required

Essential Qualifications and Skills:

  • Proven experience in the financial services sector is essential
  • Strong administrative and data entry capabilities
  • Understanding of GDPR and FCA compliance
  • Exceptional customer service skills, both over the phone and via email


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000

    Job Title: Wealth Management AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Capio Recruitment. Our client, a boutique financial planning firm, is looking for a candidate who is keen to learn and develop their financial planning knowledge.The ideal candidate will have a minimum of 1 year of experience in a...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000

    Job Title: Wealth Management AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Capio Recruitment. Our client, a boutique financial planning firm, is looking for a candidate who is keen to learn and develop their financial planning knowledge.The ideal candidate will have a minimum of 1 year of experience in a...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000

    Job Title: Wealth Management AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Capio Recruitment. Our client, a boutique financial planning firm, is looking for a candidate who is keen to learn and develop their financial planning knowledge.The ideal candidate will have a minimum of 1 year of experience within a...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Location: West MidlandsWe are seeking an experienced Wealth Management Administrator to join our close-knit and hardworking, boutique financial planning firm within the region.You will be responsible for generating review letters, submitting new business, and preparing documentation,...


  • Wolverhampton, Wolverhampton, United Kingdom Astral Recruitment Full time

    Company OverviewAstral Recruitment is a leading recruitment agency specializing in placing top talent in the financial services industry.Job SummaryWe are seeking an experienced Financial Services Administrator to join our client's team in Wolverhampton. The ideal candidate will have a strong background in investment and pension processing, with excellent...


  • Wolverhampton, Wolverhampton, United Kingdom Astral Recruitment Full time

    Company OverviewAstral Recruitment is a leading recruitment agency specializing in placing top talent in the financial services industry.Job SummaryWe are seeking an experienced Financial Services Administrator to join our client's team in Wolverhampton. The ideal candidate will have a strong background in investment and pension processing, with excellent...


  • Wolverhampton, Wolverhampton, United Kingdom recruitment22 Full time

    **Job Summary**We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at recruitment22. As a Client Services Administrator, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.**Key Responsibilities:**Arrange client meetings and onboard new clientsProcess...


  • Wolverhampton, Wolverhampton, United Kingdom Financial Divisions Full time

    Exciting Opportunity for a Paraplanner - Financial DivisionsOur client, a distinguished financial advisory firm, is renowned for delivering exceptional guidance in areas such as Pensions, Investments, Retirement Strategies, Tax Optimization, Inheritance Tax, Trust Management, Mortgage Solutions, and various Protection services across the UK. With a dedicated...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Location: West MidlandsCapio Recruitment is seeking an experienced Financial Planning Administrator to join a dynamic and forward-thinking financial planning firm within the West Midlands.The ideal candidate will be keen to learn and develop their financial planning knowledge and ambitious...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Location: West MidlandsCapio Recruitment is seeking an experienced Financial Planning Administrator to join a dynamic and forward-thinking financial planning firm within the West Midlands.The ideal candidate will be keen to learn and develop their financial planning knowledge and ambitious...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000We are seeking an experienced Financial Planning Administrator to join our team at Capio Recruitment. Our client is a boutique financial planning firm within the West Midlands, offering a close-knit and hardworking environment.The ideal candidate will be keen to learn and develop their...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000We are seeking an experienced Financial Planning Administrator to join our team at Capio Recruitment. Our client is a boutique financial planning firm within the West Midlands, offering a close-knit and hardworking environment.The ideal candidate will be keen to learn and develop their...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administration team, you will play a vital role in supporting our financial services firm in delivering exceptional client service.Key Responsibilities:Client Support: Provide...


  • Wolverhampton, Wolverhampton, United Kingdom Hays Specialist Recruitment Limited Full time

    Exciting Opportunity for a Wealth Management Administrator Are you seeking a rewarding role in administration? We have an excellent opportunity available that may pique your interest. This is a permanent position requiring expertise in the Wealth Management sector. Position Overview: Wealth Management AdministratorSalary: £25,000 - £27,000Location:...


  • Wolverhampton, Wolverhampton, United Kingdom Astral Recruitment Full time

    Company OverviewAstral Recruitment is a leading recruitment agency specializing in Financial Services placements.Job SummaryWe are seeking an experienced Paraplanner to join our client's team in Wolverhampton. The ideal candidate will have a Level 4 Diploma qualification and expertise in Investment and Pensions.Key ResponsibilitiesAssist in the preparation...


  • Wolverhampton, Wolverhampton, United Kingdom Astral Recruitment Full time

    Company OverviewAstral Recruitment is a leading recruitment agency specializing in Financial Services placements.Job SummaryWe are seeking an experienced Paraplanner to join our client's team in Wolverhampton. The ideal candidate will have a Level 4 Diploma qualification and expertise in Investment and Pensions.Key ResponsibilitiesAssist in the preparation...


  • Wolverhampton, Wolverhampton, United Kingdom SPS Technology Services Limited Full time

    Job DescriptionJob Title: AdministratorJob Summary:We are seeking a highly organized and detail-oriented Administrator to join our team at SPS Technology Services Limited. As an Administrator, you will play a crucial role in supporting various administrative functions, ensuring the smooth operation of our office.Key Responsibilities:Data Entry: Accurately...


  • Wolverhampton, Wolverhampton, United Kingdom SPS Technology Services Limited Full time

    Job DescriptionJob Title: AdministratorJob Summary:We are seeking a highly organized and detail-oriented Administrator to join our team at SPS Technology Services Limited. As an Administrator, you will play a crucial role in supporting various administrative functions, ensuring the smooth operation of our office.Key Responsibilities:Data Entry: Accurately...


  • Wolverhampton, Wolverhampton, United Kingdom Oceanic Saunas Limited Full time

    Oceanic Saunas Limited is a leading manufacturer of Saunas and Steam Rooms with over 40 years of experience in the industry.We are seeking an experienced Financial Administrator and Payroll Specialist to join our head office in Wolverhampton.The ideal candidate will be fully or part qualified in AAT or ACCA or equivalent QBE and have a minimum of 5 years of...


  • Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £23,000 - £27,000

    Job Title: Wealth Management AdministratorSalary: £23,000 - £27,000Industry: Financial ServicesWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Capio Recruitment. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners...