Financial Services Administrator

Premier Jobs UK Ltd; Farnborough; On-site; GBP 27,000 - 32,000; Full time

Benefits offered by this job

Pension contribution

Life insurance

Private medical cover

Income protection

Critical illness cover

Back-office induction training

Job summary

Premier Jobs UK Ltd in Farnborough, Hampshire, is seeking a Financial Services Administrator for a permanent, office-based role. You will support pensions, investments and life products, with a salary of £27,000 to £32,000 and a comprehensive protection package.

Training on dedicated back-office systems will be provided as you handle diverse servicing tasks. You will collaborate with advisers and paraplanners to deliver compliant post-sale support, maintain records, and ensure timely service

Qualifications

• Financial services administration background, ideally within an IFA practice or provider environment.
• Proven track record handling letters of authority, policy information requests, or valuations.
• Working knowledge of life, investment, and pension products.

Responsibilities

• Collate policy information, process letters of authority, and verify client identities accurately.
• Prepare detailed client valuations and schedule annual review meetings for financial advisers.
• Handle death notifications, claims administration, and client address amendments across multiple providers.
• Resolve servicing queries from advisers, clients, and product providers via telephone and email.
• Maintain accurate back-office workflow records and compliant electronic document management files.

Skills

Attention to detail

Data entry accuracy

Education

GCSEs including Maths and English

Tools

Microsoft Word

Microsoft Excel

Job description

Join an established centralised support unit where your day-to-day work directly protects the lifetime value of client relationships. This permanent, office-based Financial Services Administrator role in Farnborough, Hampshire offers £27,000 to £32,000 alongside an exceptional protection package, providing comprehensive back-office systems training while you manage diverse servicing tasks across pensions, investments, and life products.

Where you fit in

You will collaborate closely with financial advisers and paraplanners to deliver smooth, compliant post-sale support. The Financial Services Administrator ensures that client service agreements are honoured efficiently, resolving policy queries, updating back-office records, and maintaining agreed service level turnaround times across all active client portfolios.

Your day to day

• Collate policy information, process letters of authority, and verify client identities accurately.
• Prepare detailed client valuations and schedule annual review meetings for financial advisers.
• Handle death notifications, claims administration, and client address amendments across multiple providers.
• Resolve servicing queries from advisers, clients, and product providers via telephone and email.
• Maintain accurate back-office workflow records and compliant electronic document management files.

Financial Services Administrator Requirements

• Financial services administration background, ideally within an IFA practice or provider environment (Essential).
• Proven track record handling letters of authority, policy information requests, or valuations (Essential).
• Working knowledge of life, investment, and pension products (Desirable).
• Minimum of 5 GCSEs at grades A-C/9-4, including Maths and English (Essential).
• Strong proficiency in Microsoft Word and Excel with accurate data-entry abilities (Essential).

Who you'd be joining

You will join a well-established national financial advisory business that values collaborative teamwork, client-first outcomes, and long-term relationships. The team operates a structured induction process with comprehensive training on dedicated back-office systems.

Financial Services Administrator Benefits

• Starting salary between £27,000 and £32,000
• Office-based working arrangement
• 6% employer pension contribution (3% employee)
• Life assurance at 4x salary
• Private medical cover
• Income protection insurance
• Critical illness cover
• Comprehensive systems and workflow induction training