Client-Focused Financial Services Administrator

Julie Rose Recruitment Limited; Westerham; On-site; GBP 24,000 - 36,000; Full time

Benefits offered by this job

24 days’ holiday + bank holidays

Death-in-service cover

Private medical

Pension

One day WFH after probation

Job summary

Julie Rose Recruitment Limited is seeking an experienced Financial Services Administrator to join a professional firm in Westerham. You will support Financial Advisers with client documentation, servicing and regulatory compliance, handling confidential information with discretion.

The role offers 9am-5pm hours (unpaid lunch) and benefits including pension, private medical, and a day working from home each week after probation. Prior financial services experience is essential.

Qualifications

• Previous financial services experience essential.
• Understands pensions, investments, ISAs and protection.
• Experience in a regulated environment.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritise workload.
• Proficient in Outlook, Word and Excel.
• Experience using a CRM; Xplan desirable.
• Organised, proactive and reliable with a professional manner.
• Able to handle confidential information discreetly.

Responsibilities

• Provide day-to-day administrative support to Financial Advisers.
• Prepare and process client documentation and new business.
• Support ongoing client servicing and annual review administration.
• Liaise with clients, providers and other contacts by phone, email and letter.
• Obtain information from investment, pension and insurance providers.
• Monitor outstanding requirements and progress cases within timescales.
• Prepare documentation for client meetings and follow up on actions.
• Maintain accurate client records and internal systems.
• Process authorised client instructions and transactions accurately.
• Follow procedures and regulatory requirements, including Consumer Duty.
• Handle confidential information securely and with discretion.
• Identify and escalate complaints or potential detriment; support wider admin team.

Skills

Financial services experience

Attention to detail

Communication skills

Task management

MS Office

CRM experience

Xplan

Discretion with confidential data

Organised and proactive

Tools

Microsoft Office

Xplan CRM

Job description

Julie Rose Recruitment Limited is seeking an experienced Financial Services Administrator to join a professional firm in Westerham. You will support Financial Advisers with client documentation, servicing and regulatory compliance, handling confidential information with discretion.

The role offers 9am-5pm hours (unpaid lunch) and benefits including pension, private medical, and a day working from home each week after probation. Prior financial services experience is essential.