Financial Services Administrator

Mulberry Recruitment • Permanent • Farnborough, Hampshire, England, United Kingdom • £27k - £32k / year • 22h ago

Financial Services Administrator

Location: Farnborough/Hybrid Working

Salary: £27,000-£32,000 + Benefits

Role Purpose

The Service Administrator is responsible for delivering high-quality administrative and client servicing support to ensure an excellent customer experience. The role involves managing servicing activities efficiently and accurately while maintaining strong working relationships with clients, advisers, and internal stakeholders.

Working collaboratively across teams, the Service Administrator will support the end-to-end client journey and ensure all tasks are completed in accordance with service standards and regulatory requirements.

Key Responsibilities

Provide administrative support and manage a range of client servicing tasks.

Maintain accurate client records and update internal systems in a timely manner.

Prepare client valuations and support annual review processes.

Liaise with clients, advisers, and third-party providers to obtain information and resolve queries.

Ensure all documentation is accurate, complete, and maintained in accordance with compliance requirements.

Manage workloads effectively to meet service standards and deadlines.

Build and maintain strong relationships with clients and colleagues.

Support team projects and contribute to continuous improvement initiatives.

Work collaboratively with colleagues to achieve team and business objectives.

Key Behaviours

Attention to Detail

Customer Focus

Planning and Organising

Analytical and Problem-Solving Skills

Resilience

Teamwork and Collaboration

Adaptability and Embracing Change

Skills

Strong administrative skills

Excellent record-keeping and data accuracy

Effective organisation and time management skills

Good written and verbal communication skills

Professional telephone manner

Ability to prioritise and manage multiple tasks

Knowledge

Proficient in Microsoft Word and Excel

Experience using document management and workflow systems

Understanding of regulatory and compliance requirements within financial services is desirable

Previous administration experience

Customer service experience

Experience working to deadlines and service standards

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