Financial Services Administrator

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

Job summary

A leading financial services company is seeking a Financial Services Administrator in Luton. This role includes providing administrative support for pensions and investments while maintaining client records and ensuring efficient processing. Ideal candidates will have experience in the financial industry and possess strong communication and organizational skills.

Qualifications

• Experience in the Financial Services industry is necessary.
• Skills in communication and teamwork are essential.
• Good organizational skills and integrity are preferred.

Responsibilities

• Provide administrative support for Financial Advisers.
• Maintain client records and prepare paperwork.
• Process new business documentation and liaise with providers.

Skills

Excellent communication skills

Ability to work under pressure

Team player

Good planning and organizational skills

Honesty and integrity

Tools

Dynamic Planner

Job description

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Client:

Location:

luton, bedfordshire, 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 our Strategic Partner firm, Redwood Financial, based in Horsham, West Sussex.

They are looking for an experienced Financial Services Administrator to join their team to assist with all administration for pensions and investments, ensuring that financial advisers receive first-class administrative support.

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 will include:

Pension & Investments

• Providing efficient administration support for Financial Advisers; assisting with new business procurement and processing, and servicing existing clients
• Maintaining client records within the database
• Preparing paperwork for clients, including review packs, illustrations, and valuations
• Processing new business documentation according to standards
• Handling 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 with a methodical approach
• Honesty and integrity
• Experience with Dynamic Planner is a plus

The successful candidate will be offered: