Senior Financial Services Administrator

2 weeks ago


Stamford, United Kingdom Service Service Employment Agency Limited Full time

My client is a successful and well established wealth management firm, based in the picturesque market town of Stamford; they are currently looking for a Senior Administrator to join their busy team, supporting a large team of professional advisers.

The hours of work are 9.00am-17:00pm, this is an office based position.

**Key skills and knowledge required**:

- Previous experience using Financial Advice platforms and software
- Previous experience within fast-paced financial planning practice
- Meet the day-to-day administration needs in an accurate and timely manner and in accordance with any agreed standards and procedures.
- To liaise/correspond effectively with Financial Advisers, Paraplanners and administration team
- To plan, prioritises and manage workloads effectively to meet targets and deadlines. Share any concerns or issues quickly, taking necessary steps to rectify.
- To respond in a professional and timely manner to incoming enquiries from customers with regard to all types of the department’s business using appropriate tools as necessary.

**Personal Profile**:

- You will ideally be working towards or willing to be Level 4 CII Diploma qualified
- A minimum of 2 years’ experience with the financial services industry
- You will possess a professional, proactive and positive attitude
- You will be analytical with a keen eye for detail
- The successful applicant will have a working knowledge of Microsoft Office programs.

**Additional Benefits**:

- 20 days holiday plus bank, (they are closed over Christmas, extra 3 days annual leave additional holiday entitlement).
- Parking permits available, if working from the main office for 5 days
- 2 social events each year
- Free tea, coffee, and biscuits and sometimes cake
- Private pension scheme
- Financial support with CII exams



  • Stamford, United Kingdom Eparaplan Full time

    We don’t have staff at eparaplan Connect we have a ‘family’ and we want to increase our family to support the continued growth of our business. If you are looking for your next role, a step up or just a change and want to work with a company who has care and kindness as well as professionalism and career progression at its heart for its team, then you...

  • Office Junior

    1 day ago


    Stamford, United Kingdom Focus Search and Selection Full time

    **Are you an experienced administration assistant or have experience working within payroll, general duties and financial services? You have a keen eye for detail and a tenacious work ethic? Are you looking for a new challenge?** Our Client is currently looking for a new team member to join their small but well established team based in Central London....


  • Stamford, United Kingdom Evergreen Care Trust Full time

    **Key Responsibilities**: - Preparing offers and contracts of employment and collecting required documentation at offer stage. - Maintaining accurate HR records. - Interviewing and on-boarding new staff, supporting them through the process from start to finish. - Administering new starters, changes and leavers on the system. - Ensuring that compliance is...


  • Stamford, United Kingdom Cranleigh Personnel Full time

    **Job Title: Graduate role - Trainee Wealth Management/IFA Administrator** **Location: Stamford** **Salary: £18k-20k** Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning? Due to continued expansion and growth, our client, a...


  • Stamford, United Kingdom Peterborough College Full time

    **Salary**£28,582 per annum **Hours**37 hours per week, all year round **Contract**Permanent **Location**Stamford College **Closing date**11 July 2025 **Shape the Future of Education as Our Faculty Administration Coordinator!** Are you a highly organised and proactive administrative professional ready to make a significant impact? Stamford College is...


  • Stamford, United Kingdom Huntress Full time

    **Shared Services Accountant & Financial Analyst** **Full time, Permanent** **£35,000 plus excellent benefits** **Flexible Working** Huntress have partnered with an impressive and well-established business based in Stamford, the company's UK Headquarters. We are currently looking to recruit for a unique role which offers great diversity and variation,...


  • Stamford, United Kingdom Moore Kingston Smith Full time

    Chartered Financial Planner - Lincolnshire & Peterborough We are a team of Chartered Independent Financial Planners, recognised by the Chartered Insurance Institute (CII). Our chartered status reflects our commitment to a customer‑first approach, ethical practice, and continuous professional development. We offer holistic financial planning that includes...


  • Stamford, United Kingdom Inspire Education Group Full time

    Faculty Administration Coordinator Salary: £28,582 per annum, pay award pending Hours: 37 hours per week, all year round Contract: Permanent Location: Stamford Closing Date: 10.12.2025 Are you an organised, people‑focused administrator who enjoys helping teams run smoothly? We’re looking for a proactive and friendly Faculty Administration Coordinator to...


  • Stamford, United Kingdom XPO TRANSPORT SOLUTIONS UK LIMITED Full time

    Company description: XPO, Inc Job description: Logistics done differently. Are you an experienced administrator looking for a position that you can really make a difference in? Do you like the idea of supporting the transport function on a brand-new key contract for one of the biggest, fastest-growing names in logistics? Are you ready for your next...


  • Stamford Hill, Greater London, United Kingdom NFU Mutual Full time £25,000 - £40,000 per year

    The roleAccounts AdministratorCirca £23,500 Salary (dependant on experience)Full Time6 Month Fixed Term Contract (with the possibility for the role to become permanent)Location: Stamford5 Days Per week, 9:00– 17:15 (45 minutes for Lunch)Introduction to NFU MutualNFU Mutual offers a wide range of products and services, including general insurance, life,...