Administrator - Financial Services

Confidential; West of England, Bath; Hybrid; GBP 21,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Birthday holiday

Additional annual leave

Pension contributions

Private medical insurance

Life assurance

Income protection

Job summary

Confidential is seeking a Financial Services Administrator to join the Bristol team. You will work with Advisers, Paraplanners and colleagues, processing client business and servicing requirements across pensions, investments and other financial products.

The role offers hybrid work, with at least two days in the office, and a strong holiday entitlement with birthday leave. You will receive support for professional exams and training as part of a growing national business.

Qualifications

• This role suits someone with prior financial services admin experience and strong accuracy.
• Experience across pensions, investments, platforms or financial products is valuable.
• Good communication with clients, providers and colleagues is essential.

Responsibilities

• Process financial services administration across pensions, investments and other products.
• Use provider and platform systems to process transactions and client instructions.
• Process new business and top-up applications.
• Handle fund switches, purchases, sales and income withdrawal requests.
• Process Letters of Authority and obtain provider information.
• Support advisers with meeting prep and relevant information gathering.
• Prepare client reports, review packs and supporting documentation.
• Maintain accurate client records in internal systems.
• Support ongoing client servicing and administration.
• Assist with wider administrative projects during busy periods.

Skills

Financial services administration

Attention to detail

Communication skills

Prioritisation

Tools

Provider systems

Platform systems

Job description

We are working with a highly successful and rapidly growing financial services business to recruit an additional Financial Services Administrator to join their Bristol team.

This is an excellent opportunity for an experienced administrator with a background in financial services, particularly those with experience across pensions, investments, platforms, providers or financial products, who are looking to develop their career within a successful and expanding organisation.

The business has experienced significant growth in recent years and has ambitious plans for further expansion. Despite its growing national presence, it maintains a strong focus on local teams, collaboration and delivering an excellent experience for clients.

The Role

The successful candidate will join a small, supportive administration team and work closely with Advisers, Paraplanners and colleagues across the wider business.

The role will provide broad exposure to financial services administration, supporting the processing of client business and ongoing servicing requirements. Responsibilities will include:

• Processing financial services administration across pensions, investments and other financial products
• Using provider and platform systems to process transactions and client instructions
• Processing new business and top-up applications
• Processing fund switches, purchases, sales and income withdrawal requests
• Processing Letters of Authority and obtaining information from providers
• Supporting advisers with client meeting preparation and collating relevant information
• Preparing client reports, review packs and supporting documentation
• Maintaining accurate client records and updating internal systems
• Supporting ongoing client servicing and administration
• Assisting with wider administrative projects and supporting colleagues during busy periods

About You

This role is particularly suited to someone with previous financial services administration experience, rather than requiring a specific background within IFA or financial planning.

Relevant experience could include working within pensions, investments, wealth management, platforms, insurance, banking or other areas of financial services.

Strong administrative skills, excellent attention to detail and the ability to manage and prioritise your workload are essential. You will also need to be confident communicating with clients, providers and colleagues and be comfortable learning new systems and processes.

Package

• Salary up to £35,000
• Hybrid working - minimum 2 day a week in the office
• Strong holiday entitlement + birthday off
• Opportunity to purchase additional annual leave
• Good pension contributions
• Private medical insurance
• Life assurance x 4
• Income protection
• Full support with professional exams and relevant training
• A number of additional company benefits

The Opportunity

This is a great opportunity for a Financial Services Administrator looking to join a growing organisation where they can build on their existing industry experience, develop new skills and establish a long-term career.

The role offers the opportunity to gain wider exposure across financial services while working within a supportive team and benefiting from the resources, career opportunities and stability of a growing national business.