Financial Services Administrator

JR United Kingdom; Bedford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services business is seeking an experienced Financial Services Administrator to assist with administration for pensions and investments at one of their strategic partner firms. This role offers a professional yet relaxed work environment, and opportunities for career advancement within a supportive team.

Qualifications

• Experience in the Financial Services industry is a must.
• Strong communication skills and ability to work under pressure.
• Experience with Dynamic Planner is a plus.

Responsibilities

• Providing efficient administration support for Financial Advisers.
• Maintaining client records in the database.
• Preparing client documentation including review packs and valuations.

Skills

Experience in the Financial Services industry

Ability to work under pressure

Excellent communication skills

Team player

Good planning and organizational skills

Honesty and integrity

Experience with Dynamic Planner

Job description

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Client:

Location:

bedford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

About the Company

If you have experience in the Financial Services industry and are seeking a role to advance your career, this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning offers an excellent opportunity for an individual to work as a client support executive with one of our Strategic Partner firms, Redwood Financial, based in Horsham, West Sussex.

They are looking for an experienced Financial Services Administrator to join their team to assist with administration for pensions and investments and to support financial advisers with administrative tasks.

This role is ideal for someone who enjoys working in a professional yet relaxed environment and is eager to grow within a supportive team.

The role includes:

Pensions & Investments

• Providing efficient administration support for Financial Advisers; assisting with new business procurement and processing, and servicing existing clients
• Maintaining client records in the database
• Preparing client documentation, including review packs, illustrations, and valuations
• Processing new business documentation according to standards
• Managing fund switches, income, and withdrawals
• Liaising with providers to chase new business and update clients

Skills & Knowledge

• Experience in the Financial Services industry
• Ability to work under pressure
• Excellent communication skills
• Team player
• Good planning and organizational skills
• Honesty and integrity
• Experience with Dynamic Planner is a plus

The successful candidate will be offered: