Financial Services Administrator

Tirebuck Recruitment; Henley-in-Arden; Hybrid; GBP 28,000 - 33,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays (X)

5% employer pension contribution (3% 3

Death in Service benefit

Cashback healthcare scheme

Free on-site, secure parking

Hybrid working

Mix of office collaboration and home‑f

Support for professional qualifications

Job summary

Tirebuck Recruitment is seeking a Financial Services Administrator for a permanent position in Henley-in-Arden with hybrid working. The role runs 09:00–17:00 (Mon-Thu) and 08:30–16:00 on Fridays, with a salary in the £28,000–£33,000 per annum range.

You will support Financial Advisers with investments, pensions, protection and tax planning, handling queries and preparing documentation. Excellent attention to detail and IT skills are essential.

Qualifications

• Experience in financial services administration preferred or equivalent.
• Strong attention to detail and high accuracy.
• Proficient IT skills: Word, Excel, Outlook; familiar with Intelliflo a plus.
• Excellent written and verbal communication.
• Proactive, organised and able to prioritise tasks.

Responsibilities

• Provide administrative support to Financial Advisers across investments, pensions, protection and tax planning.
• Manage client queries with professionalism and care.
• Liaise with product providers and third parties for accurate information.
• Prepare documentation, reports and review packs.
• Maintain meticulous client records in line with FCA compliance and policies.
• Ensure smooth processes during busy periods or staff absence.

Skills

Attention to detail

Communication skills

Organisational skills

Tools

Intelliflo

Microsoft Word

Microsoft Excel

Outlook

Job description

Job Title: Financial Services Administrator
Contract: Permanent
Salary: Circa £28,000 - £33,000 per annum
Hours: Monday to Thursday 09:00 - 17:00 (1hr lunch break)
Friday 08:30 - 16:00 (30-minute lunch break)
Location: Henley-in-Arden with hybrid working

Looking for a role where your organisational skills, attention to detail, and ability to get things done are truly appreciated? Whether you're an experienced financial services administrator ready for your next challenge or a highly competent administrator from another sector who can hit the ground running, this could be the perfect career move for you.

Join a friendly, professional team where you'll work closely with expert Financial Advisers, supporting them in delivering outstanding service to clients. You'll enjoy a varied workload, hybrid working, excellent benefits, and the opportunity to grow your skills in a supportive, people-focused environment.

Benefits:

• 25 days holiday plus bank holidays (including Christmas & New Year office closure)
• 5% employer pension contribution (3% employee)
• Death in Service benefit
• Cashback healthcare scheme
• Free on-site, secure parking
• Hybrid working
• enjoy a mix of office collaboration and home-based focus time
• Support for professional qualifications and ongoing career development

What you'll be doing:

• Providing comprehensive administrative support to Financial Advisers across investments, pensions, protection, and tax planning.
• Managing client queries with professionalism and care.
• Liaising with product providers and third parties to obtain accurate information.
• Preparing documentation, reports, and review packs.
• Maintaining meticulous client records in line with FCA compliance and company policies.
• Ensuring processes run smoothly, even during busy periods or staff absence.

What we're looking for:

• Previous experience in financial services administration is preferred, but we will consider exceptional administrators from other professional sectors.
• Strong attention to detail and high levels of accuracy.
• Confident IT skills, including Microsoft Word, Excel, and Outlook (experience with Intelliflo is an advantage, but training is provided).
• Excellent communication skills, both written and verbal.
• A proactive, organised approach with the ability to prioritise tasks and meet deadlines.
• A genuine team player who enjoys contributing to a supportive working culture.