Financial Services Administrator

Office Angels; Ashford; On-site; GBP 25,000; Full time

Job summary

A reputable staffing agency is looking for a Financial Services Administrator based in Ashford, UK. This permanent position offers a salary of £25,000 per annum, with 25 days annual leave and opportunities for bonuses and benefits. The ideal candidate will be organised, have Financial Services experience, and be proficient in Microsoft Office. They will maintain client files, prepare documentation, and support Financial Advisers in a busy office environment. This role is entirely office-based, with transport required due to location.

Benefits

25 days annual leave

Bonus scheme included

4% pension contribution

Private medical insurance after 1 year

Cycle scheme

Birthday leave

Paid volunteering day

Qualifications

• Experience in a client-focused environment preferred.
• Confidence in dealing with various stakeholders discreetly is essential.
• Ability to manage multiple tasks effectively.

Responsibilities

• Maintain and update client files accurately.
• Prepare and collate client information for meetings.
• Manage the new business processing compliantly.

Skills

Financial Services experience

Excellent communication skills

Strong attention to detail

Proficiency in Microsoft Office

Strong time-management skills

Job description

Financial Services Administrator

Permanent Salary: £25,000pa

• Hours: Monday-Friday, 9am-5pm 100% office based – own transport essential due to location
• Annual Leave: 25 days per year, rising annually after 3 years of service (up to 7 years). Bank holidays in addition. Offices close between Christmas and New Year
• Bonus Scheme: Included in the annual employee bonus programme
• Pension: 4% employer contribution
• Private Medical Insurance: Available after 1 year of service

A well‑established financial planning practice in the Kent countryside is seeking a highly organised and proactive Financial Advisor Support professional. This role is ideal for someone with Financial Services experience who enjoys a client‑facing environment and thrives in a busy, detail‑focused setting.

About the Employer

Providing bespoke financial advice to individuals, families, trustees, and businesses. With a strong focus on long‑term client relationships, the practice is committed to delivering clear, tailored guidance across investment, retirement, and wider financial planning needs.

The environment is professional, supportive, and service‑driven, with a reputation for high‑quality advice and a client‑centred approach.

The Role

Working closely with a team of Financial Advisers, the successful candidate will be responsible for:

• Maintaining client files and accurately updating client records
• Collating and preparing client information
• Producing illustrations, calculations, and supporting documentation
• Ensuring all new business is processed compliantly and within agreed timeframes
• Managing pipeline business from start to completion
• Liaising daily with third parties, paraplanners, and internal colleagues
• Providing day‑to‑day support to advisors, including email and phone communication, task reminders, and client liaison
• Preparing for client meetings and completing all follow‑up actions
• Producing ad hoc reports and responding to client queries

The Person

This role would suit a confident, professional individual who is highly organised and enjoys working in a client‑focused environment.

• Confidence in dealing with colleagues, clients, and third parties with complete discretion
• Financial Services experience (highly beneficial)
• Excellent communication skills and the ability to build rapport
• Strong attention to detail and to problem‑solve effectively
• Proficiency in Microsoft Word, Excel, and broader Office applications
• Strong time‑management skills and the ability to manage multiple tasks at once

Benefits & Additional Information

• Hours: Monday to Friday, 9am-5pm
• Annual Leave: 25 days per year, increasing after 3 years of service (up to 7 years)
• Bank Holidays: 8 additional per year
• Bonus: Part of the annual employee bonus scheme
• Pension: Included
• Private Medical Insurance: Available after 1 year of service
• Cycle Scheme
• Birthday Leave: Day off when your birthday falls on a working day (after 1 year of service)
• Paid Volunteering Day

Next Steps

Apply online today and please ensure you are happy to be in an office‑based role, a driver is essential due to location of the office. If shortlisted Office Angels will call you to discuss the role and your experience.

Office Angels is an equal‑opportunities employer who values diversity and offers reasonable adjustments at all stages of the recruitment process. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.