Financial Administrator / Client Services - Birmingham

Artemis Recruitment Consultants; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is looking for a Financial Administrator to join a client in Birmingham. The role involves ensuring professional customer interactions, conducting product research, and maintaining compliance documents. Ideal candidates will have experience in financial administration and the ability to work autonomously in a team environment. This position offers opportunities for mentoring junior staff and requires a solid understanding of financial products and compliance standards.

Qualifications

• Experience as a Financial Administrator in a client-facing role.
• Ability to work autonomously and manage complex administration tasks.
• Understanding of compliance and documentation requirements.

Responsibilities

• Ensure professional customer interactions.
• Conduct product and market research.
• Maintain compliance documents and administration standards.
• Assist in the preparation of Annual Reviews and Portfolio Reviews.

Skills

Customer service skills

Product and market research

Administration knowledge

Understanding of compliance

Tools

IO back office system

EIM platforms

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

Birmingham, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

bb26902fb3a9

Job Views:

34

Posted:

12.08.2025

Expiry Date:

26.09.2025

col-wide

Job Description:

Financial Administrator / Client Services - Birmingham

Our client is looking for a Financial Administrator / Client Services Administrator to join their IFA firm based in Birmingham. The role will suit an experienced Financial Administrator who enjoys working autonomously in a driven and high-performing team.

Responsibilities:

• Ensure all dealings with customers are carried out in a professional and courteous manner
• Undertake sufficient product and market research
• Ensure all supporting documentation is maintained as per company procedures
• Maintain all standards of performance as required by the firm
• Ensure relevant CPD is maintained and recorded accurately
• Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business and ensuring that they are processed compliantly, to a satisfactory completion and issue of plan documents
• Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager
• Running comprehensive IO activities for each piece of business whether it is new business, top ups and any other policy variations for example Change of DFM/Model, Fund Switches
• Adding fees/ payaways /splits entries to IO
• Understand Adviser Bandings
• Understand Introducers / Payaways
• Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
• Assist the Review Team with the preparation of AR’s & PR’s in overflow situations
• Check Portfolio Reports prepared by Review Team
• Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
• Handle complex administration enquiries / queries as directed by the Client Services Manager
• Provide training / mentoring to CSE’s and apprentice staff as directed by the Client Services Manager
• Oversee and sign off Platform withdrawals / fund switches / transactions
• Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
• Obtaining life, investment and pension quotations using research tools
• Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
• Have a comprehensive understanding of the IO back office system and how it is integral to our business
• Have good working knowledge of EIM platforms and how they operate including the maintenance of cash balances
• Ensuring all files are compliant and prepare and maintain compliance documents
• Handling Group Scheme Renewals/ Auto Enrolment schemes with the systems in place, i.e. paper based or on line to include Renewal invitation and take up and on-going support throughout the year with member servicing etc
• Provide on-going administration of platform and non-platform based investment and pension products including Sipps and SSASs

Knowledge and Experience:

• The requisite knowledge for the role being undertaken
• Be working to / maintaining basic administration, technical knowledge and qualifications for the job role
• Mentoring Junior members of Client Service Team
• Detailed knowledge and understanding of the firm’s administration and client service requirements
• Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures