Financial Services Administrator

Recruit UK; Coventry; Hybrid; GBP 31,000 - 38,000; Full time

Benefits offered by this job

Hybrid working

Pension contributions

Healthcare cashback

Qualifications funding

Free parking

22 days leave

Job summary

Recruit UK is working with a well-respected Wealth Management firm in Henley-in-Arden, inviting applications for an experienced Financial Services Administrator to join their growing team. You will handle new business applications, liaise with providers, prepare client packs, and ensure FCA-compliant documentation.

The role offers hybrid working, a salary up to £34,500 depending on experience, 22 days leave plus holidays, pension contributions, and support towards professional qualifications.

Qualifications

• Minimum of 1 year's experience as an Administrator within Financial Services.
• Strong organisational and interpersonal skills.
• Experience using Intelligent Office is highly advantageous.

Responsibilities

• Handle new business applications and liaise with providers to ensure timely completion.
• Prepare client appointment packs and manage adviser diaries.
• Ensure all documentation meets FCA regulatory standards.
• Gather data for cash flow modelling and portfolio analysis

Skills

Organisational skills

Interpersonal skills

Tools

Intelligent Office

Job description

Job Title: Financial Services Administrator

Industry: Financial Advice

Location: Henley-in-Arden

Salary: Up to £34,500

Reference Number: 10543

Recruit UK is working with a well-respected Wealth Management firm in Herley-in-Arden, offering an excellent opportunity for an experienced Financial Services Administrator to join their growing team.

Responsibilities

• Handle new business applications and liaise with providers to ensure timely completion.
• Prepare client appointment packs and manage adviser diaries.
• Ensure all documentation meets FCA regulatory standards.
• Gather data for cash flow modelling and portfolio analysis

What's in it for you

• Salary up to £34,500 depending on experience
• 22 days annual leave + bank holidays + Christmas closure
• Hybrid working
• Pension contributions
• Cashback healthcare scheme
• Funding and support towards professional qualifications
• Free on-site parking

Skills and experience required

• Minimum of 1 years' experience (or equivalent) as an Administrator within Financial Services Industry
• Strong organisational and interpersonal skills
• Experience utilising Intelligent office is highly advantageous