Financial Services Administrator

Regional Recruitment • Permanent • Chelmsford, Essex, England, United Kingdom • £30k - £35k / year • 2h ago

Financial Services Administrator - Wanted - Immediate Start!

Chelmsford Based | Salary: £30,000-£35,000

Permanent, Full-Time

Are you an experienced Financial Services Administrator?

Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business.

What's on Offer:

Competitive salary
25 days annual leave plus bank holidays
Company pension scheme
Private medical insurance

Qualifications

Essential:

Minimum 3 years' experience within a financial services role
Strong understanding of financial planning processes and client documentation
Excellent organisational skills with a high level of accuracy and attention to detail

Desirable:

Experience with financial planning tools, research software, or cashflow modelling systems
Knowledge of investment, pension and protection products

Roles & Responsibilities

Act as the first point of contact for clients via telephone, email, and in person
Manage incoming and outgoing correspondence, including post and electronic communications
Maintain accurate client records and upload documentation to internal systems
Liaise with providers to obtain policy information and progress outstanding requests
Process letters of authority and maintain client documentation
Support advisers with file preparation, client reviews, and post-meeting administration
Prepare portfolio summaries, valuations, and annual review documentation
Attend meetings when necessary to provide administrative support to advisers

Requirements

The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment.

About Regional Recruitment

This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors.

If this Financial Services Administrator role is right for you - Click to apply below.

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