Financial Services Administrator

3 weeks ago


Billericay, Essex, United Kingdom Heat Recruitment Ltd Full time £32,000

About the Role

An exciting opportunity has emerged for a skilled and motivated Financial Services Administrator to become part of a reputable financial advisory firm.


The ideal candidate will gain extensive exposure to various financial advisory matters, along with a competitive remuneration package and benefits within a supportive and collaborative environment.

The position offers a salary of up to £32,000 and includes complimentary on-site parking. While in-office presence is preferred, there is room for discussion regarding flexibility.


Key Responsibilities

  • Accurately inputting all client data into the back-office management system.
  • Coordinating meetings and providing support to Advisors with additional tasks as needed.
  • Handling new client onboarding processes.


Essential Qualifications

  • Proven experience as a Financial Services Administrator within a financial advisory or planning firm.
  • Familiarity with back-office systems.
  • Demonstrated understanding of financial planning products, along with relevant technical and industry knowledge.
  • Knowledge of corporate and commercial client needs.


We also offer a referral incentive for recommending a friend or colleague who we assist in finding a new position.


Keywords: Financial Services Administrator, Financial Planning Support, Adviser Assistance



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