Experienced Financial Services Administrator

Willday Wealth Management Limited; Leicester; Hybrid; GBP 28,000 - 32,000; Full time

Benefits offered by this job

28 days holiday (including bank/hols)

Pension (5% employee / 3% employer)

Free DMU gym membership

Discretionary quarterly team bonus

Referral schemes

Job summary

Willday Wealth Management Limited is seeking an Experienced Financial Services Administrator to join our team in Leicester. The role supports advisers with technical financial planning tasks and handles client documentation, provider liaison, and CRM administration.

The ideal candidate has 3–5 years in financial services administration, is highly organized, and excels at communication, with solid knowledge of Microsoft Office and planning tools.

Qualifications

• 3–5 years’ experience in a financial services administration role.
• Strong understanding of financial planning processes and documentation.
• Highly organised with excellent attention to detail.
• Strong written and verbal communication skills.
• Confident liaising with providers, clients and advisers.
• Experience using CRM systems and financial planning tools.
• Good working knowledge of Microsoft Office.
• Experience with Defaqto, FE Analytics or CashCalc.

Responsibilities

• Answering incoming calls and acting as a first point of contact for clients.
• Welcoming clients into the office and preparing meeting rooms and refreshments.
• Managing incoming and outgoing post and scanning/uploading documents to CRM systems.
• Monitoring shared inboxes and handling correspondence.
• Liaising with providers to chase outstanding information and maintaining the FCA daybook for advisers.
• Processing letters of authority and organising policy documentation.
• Supporting advisers with client file organisation and post-meeting administration.
• Preparing portfolio overviews based on provider information, including Defaqto, FE Analytics or CashCalc reports.
• Attending meetings with advisers to support the advice process.

Skills

Client liaison

CRM systems

Microsoft Office

Attention to detail

Communication skills

Tools

Defaqto

FE Analytics

CashCalc

Job description

Experienced Financial Services Administrator

As a well-established wealth management firm, Willday Wealth Management is seeking an experienced and detail-oriented Financial Services Administrator to join our growing team.

This role is ideal for someone with 3–5 years’ experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting advisers with more technical aspects of financial planning.

You will play a key role in ensuring efficient operations and delivering a high standard of service to both clients and advisers.

Key Responsibilities:

• Answering incoming calls and acting as a first point of contact for clients
• Welcoming clients into the office and preparing meeting rooms and refreshments
• Managing incoming and outgoing post
• Scanning, organising, and uploading documents to CRM systems
• Monitoring shared inboxes and handling correspondence
• Liaising with providers to chase outstanding information
• Maintaining the FCA daybook for advisers
• Processing letters of authority and organising policy documentation
• Supporting advisers with client file organisation and post-meeting administration
• Preparing portfolio overviews based on provider information
• Defaqto risk reports
• CashCalc cashflow modelling reports
• Preparing annual review documentation, including:
  • Portfolio valuations
  • Fund performance and analysis
  • Cashflow reports (where required)
• Assisting with business submissions and simple online applications
• Attending meetings with advisers where required to support the advice process

About You:

The ideal candidate will:

• Have 3–5 years’ experience in a financial services administration role
• Have a strong understanding of financial planning processes and documentation
• Be highly organised with excellent attention to detail
• Have strong written and verbal communication skills
• Be confident liaising with providers, clients, and advisers
• Be able to prioritise and manage multiple tasks efficiently
• Have experience using CRM systems and financial planning tools
• Have good working knowledge of Microsoft Office
• Experience with tools such as Defaqto, FE Analytics, or CashCalc

What Willday Offers:

• £28,000 to £32,000 salary depending on experience
• 28 days holiday (including bank holidays)
• Additional holiday per year of service (capped at 5 days)
• Option to carry over up to 3 unused holiday days
• Workplace pension (5% employee / 3% employer via True Potential)
• Free DMU gym membership
• Discretionary quarterly team bonus awards
• Employee and client referral scheme
• Supportive team environment within a growing business