Financial Services Administrator

Thompson & Terry Recruitment; Hambledon; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Enhanced pension

Private medical insurance

Work/life balance

Job summary

Thompson & Terry Recruitment are working with a well-established Wealth Management practice in Hambledon to recruit an experienced Financial Services Administrator to support a team of Financial Planners.

You will prepare client documentation, process new business, liaise with providers, maintain accurate client records and assist advisers and the client servicing team with a proactive, highly organised approach to delivering an exceptional service.

Qualifications

• Previous experience within a financial planning or wealth management environment.
• Strong organisational skills and excellent attention to detail.
• A proactive and positive approach to work.
• Confident communicator, both written and verbal.
• Ability to manage multiple tasks and work effectively in a fast-paced environment.
• A client-focused mindset, with a desire to deliver excellent service.

Responsibilities

• Preparing client documentation.
• Processing new business.
• Liaising with providers.
• Maintaining accurate client records.
• Supporting advisers and the wider client servicing team.

Skills

Organisational skills

Attention to detail

Proactive attitude

Confident communicator

Multitasking

Client-focused service

Job description

Salary: Up to £35,000 per annum (+ strong benefits).

Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00).

Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors.

The Opportunity

Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon.

Responsibilities

As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team.

Requirements

• Previous experience within a financial planning or wealth management environment
• Strong organisational skills, with excellent attention to detail
• A proactive and positive approach to work
• Confident communicator, both written and verbal
• Ability to manage multiple tasks and work effectively in a fast-paced environment
• A client-focused mindset, with a desire to deliver excellent service

About the Company

Thompson & Terry Recruitment’s client is a well-established and highly successful financial planning business based in Hambledon. They are a people‑focused business with a strong reputation for high‑quality advice, long‑term relationships and exceptional service, and are looking to appoint a Financial Services Administrator who can bring organisation and a high‑quality approach to the role.

Benefits

In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance.

Accessibility & EEO

No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know.