Financial Adviser Administrator

Confidential; England; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Annual bonus

Private medical insurance

Pension scheme

Cycle to work

Birthday leave

Volunteer day

Office locations in rural areas

Job summary

Confidential is seeking a Financial Adviser Administrator to support a team of Advisers with administrative tasks and client servicing. The role focuses on accurate record-keeping, preparing client packs, and facilitating smooth processing of cases across the pipeline.

You will liaise with clients, providers and professionals, manage diaries, and assist in meetings. A proactive, discreet approach and strong IT skills are essential for success in a busy financial services environment.

Qualifications

• Highly organised with excellent attention to detail.
• Professional, personable and confident communicating with clients.
• IT proficient, including Word, Excel and Outlook.
• Able to prioritise workloads and manage multiple tasks effectively.
• Proactive, adaptable and able to use own initiative.
• Discreet and trustworthy when handling sensitive information.
• Experience within Financial Services is advantageous but not essential.

Responsibilities

• Maintaining accurate client records and documentation.
• Preparing illustrations, calculations and client information packs.
• Processing business efficiently and compliantly.
• Managing cases through the pipeline from start to finish.
• Liaising with clients, providers and third-party professionals.
• Supporting Advisers with diary management, administrative tasks and client communications.
• Preparing for and attending client meetings where required.
• Producing reports and responding to client enquiries.
• Drafting professional correspondence and emails.
• Ensuring all documentation is stored securely and accurately.

Skills

Organised

Client communication

IT skills

Multitasking

Proactive

Discretion

Financial services experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Financial Adviser Administrator

The Role

Working closely with a team of experienced Advisers, you will play a key role in ensuring clients receive a seamless and professional experience. Your responsibilities will include:

• Maintaining accurate client records and documentation
• Preparing illustrations, calculations and client information packs
• Processing business efficiently and compliantly
• Managing cases through the pipeline from start to finish
• Liaising with clients, providers and third-party professionals
• Supporting Advisers with diary management, administrative tasks and client communications
• Preparing for and attending client meetings where required
• Producing reports and responding to client enquiries
• Drafting professional correspondence and emails
• Ensuring all documentation is stored securely and accurately

What We're Looking For

We're looking for someone who is:

• Highly organised with excellent attention to detail
• Professional, personable and confident communicating with clients
• IT proficient, including Microsoft Word, Excel and Outlook
• Able to prioritise workloads and manage multiple tasks effectively
• Proactive, adaptable and happy to use their own initiative
• Discreet and trustworthy when handling sensitive information
• Experienced within Financial Services (advantageous but not essential)

What's On Offer?

• Monday to Friday, 9am - 5pm
• 25 days annual leave plus bank holidays
• Additional annual leave entitlement linked to length of service
• Annual bonus scheme
• Pension scheme
• Private medical insurance (following qualifying service)
• Cycle to Work scheme
• Your birthday off as an additional gift day
• Paid volunteering day
• Supportive and welcoming team environment
• Opportunities to develop within a growing and respected business

Please Note

Due to the nature of the role, you'll be working across several office locations during training and thereafter on a set weekly office rotation. As the offices are situated in rural locations, a full driving licence and access to your own vehicle are essential.