Financial Services Administrator

1 day ago

Remote, United Kingdom Rosemount Financial Solutions Ltd Full time

About Paladin Advice

Paladin Advice is a specialist financial planning firm dedicated to providing high-quality, compassionate advice to clients who have experienced life-changing circumstances. All our clients are considered vulnerable, with the vast majority having received significant personal injury settlements. We take great pride in building lasting relationships based on trust, care, and clarity — helping clients to achieve long-term financial security and peace of mind.

Our investment clients hold between £250,000 and £19 million in assets, and we work closely with them, their legal representatives, and other professionals to ensure that their financial arrangements remain appropriate and well-managed.

As a growing business, we are looking for an experienced and proactive Financial Services Administrator to join our remote team. This role is ideal for someone who enjoys being an integral part of a small, purpose-driven firm where your contribution will make a tangible difference.

Key Responsibilities

  • Provide administrative support to financial advisers across all aspects of client servicing.
  • Prepare and write cash-to-investment reports and process investment instructions accurately and efficiently.
  • Liaise with investment platforms (main platform being 7IM) and product providers to obtain valuations, updates, and policy information.
  • Manage and maintain client data within the CRM system, ensuring all records are accurate, compliant, and up to date.
  • Handle incoming and outgoing correspondence with clients, providers, and professional connections.
  • Assist with the preparation of review packs, suitability letters, and supporting documentation.
  • Monitor and progress applications, ensuring clients are kept informed throughout.
  • Contribute to process improvements and support the wider team in developing the firm's operational efficiency.

Person Specification

Essential Skills & Experience

  • Minimum 2 years' experience in financial services administration (IFA or wealth management firm).
  • Confident in using CRM systems and experience with investment platforms (particularly 7IM).
  • Strong organisational skills and attention to detail.
  • Excellent written and verbal communication skills.
  • Able to work independently and as part of a small, collaborative team.
  • Self-motivated with a willingness to "get stuck in" and take ownership of tasks.

Desirable Attributes

  • Experience working with vulnerable clients, with an understanding of appropriate communication and safeguarding considerations.
  • Knowledge of financial planning processes and products (investments, pensions, protection).
  • Progress toward professional qualifications (e.g., CII or CISI) advantageous but not essential.

Why Join Us?

  • Be part of a small, growing business where your input genuinely shapes the future.
  • Flexible working hours and supportive remote culture.
  • Excellent benefits including life insurance, pension, and private medical cover.
  • Opportunities for professional development and career progression.
  • Work in an environment that values trust, compassion, and personal growth.

Job Types: Full-time, Part-time

Pay: £25,000.00-£32,000.00 per year

Expected hours: 20 – 40 per week

Benefits:

  • Company pension
  • Flexitime
  • Life insurance
  • Private medical insurance
  • Work from home

Work Location: Remote

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