Financial Services Administrator

JR United Kingdom; Market Harborough; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A prominent financial planning firm in Market Harborough is seeking an experienced Financial Services Administrator. This role offers hybrid working, a salary of up to £30,000, and various health and wellness perks. Join a supportive team focused on development and client service.

Benefits

Hybrid working available to support work-life balance

5 percent matched pension

Life cover and income protection

Health perks and well-being support

Study assistance for professional development

Your birthday off and early finishes on Fridays

Qualifications

• At least 1 year of experience in an IFA or financial planning administration role.
• Strong communication and client service skills.
• Good understanding of financial planning processes and products.

Responsibilities

• Supporting advisers with day-to-day administration across life, pension, and investment products.
• Preparing and updating client documentation and packs for meetings.
• Performing AML and compliance checks.

Skills

Communication

Client Service

Organizational Ability

Attention to Detail

Job description

Social network you want to login/join with:

Financial Services Administrator, market harborough

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Client:

Location:

market harborough, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Location: Market Harborough (Hybrid)

Salary: Up to £30,000

Reference Number: 9482

Are you an experienced IFA Administrator looking for a role where you’ll feel valued, supported, and part of a genuinely collaborative team?

We’re working with a well-established and highly respected financial planning firm in Market Harborough that is growing its support team. This is a fantastic opportunity for someone who thrives in a structured, people-first environment and is looking to take the next step in their admin career.

What you’ll be doing

• Supporting advisers with day-to-day administration across life, pension, and investment products
• Preparing and updating client documentation and packs for meetings
• Performing AML and compliance checks
• Managing new business processing from start to finish using internal systems
• Acting as a key point of contact for clients and providers

Why you’ll love it here

• Hybrid working available to support work-life balance
• Salary up to £30,000 depending on experience
• Your birthday off and early finishes on Fridays
• 5 percent matched pension, life cover, and income protection
• Health perks, well-being support, and study assistance for professional development

What we’re looking for

• At least 1 year of experience in an IFA or financial planning administration role
• Great communication and client service skills
• Strong organisational ability and attention to detail
• A good understanding of financial planning processes and products

This is a brilliant opportunity to join a business that values stability, development, and culture just as much as client service.

Ready to explore a new opportunity in a great environment?

Click apply or get in touch with us to find out more. We’d love to speak with you.

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based near Coventry on a Paraplanner role.

Our commitment to you

· Start every journey with a conversation to find out about you in depth.

· Provide honest feedback on where you fit in the jobs market.

· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

· Take a holistic mindfulness approach - career happiness is rarely just about the money.

· Cover the whole of the UK with a local touch through our regional teams.