Financial Services Administrator

JR United Kingdom; Shrewsbury; On-site; GBP 28,000 - 30,000; Full time

Job summary

A highly respected financial services firm is seeking a Financial Services Administrator in Shrewsbury. This role involves supporting financial advisors by preparing detailed documentation, maintaining client records, and delivering exceptional client service. The successful candidate will thrive in a professional team environment while receiving support from the Managing Director.

Benefits

5 weeks paid annual leave

Company pension contribution

Direct mentorship from Managing Director

Collaborative team environment

Modern office space

Qualifications

• 3 years' experience in IFA administration.
• Proven ability to prepare detailed report packs.
• Experience with financial planning software.

Responsibilities

• Prepare client review packs ensuring documentation is accurate.
• Maintain and update client records on back-office systems.
• Act as a professional point of contact for client enquiries.

Skills

Analytical skills

Verbal communication

Written communication

Client relationship building

Client service delivery

Tools

XPLAN

Job description

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Client:

Honeycomb Jobs

Location:

shrewsbury, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Financial Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.

The Client

Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do.

The Role
Working directly with the Managing Director, the Financial Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include:

• Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
• Maintaining and updating client records across back-office systems, platforms, and planning tools.
• Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.
• Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
• Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
• Assisting with general administrative tasks such as managing correspondence, handling calls.

Desirable Criteria
The ideal candidate may bring some or all of the following experience and attributes:

• 3 years' experience working in an IFA administration role
• Proven ability to prepare detailed report packs to support financial advisers in client annual reviews
• Experience using financial planning software, particularly XPLAN
• Strong analytical skills with the ability to interpret financial data and support informed decision making
• Excellent verbal and written communication skills, with a natural ability to build rapport with clients
• A proactive, solution focused mindset and a strong commitment to delivering exceptional client service

The Package
In return for your skills and dedication, the successful candidate will receive:

• A competitive salary of £28,000 - £30,000, depending on experience
• 5 weeks paid annual leave, plus all bank holidays
• Company pension contribution
• Direct mentor ship and support from the Managing Director
• A collaborative, professional team environment
• Modern office space in a prime city centre location

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.

Honeycomb is committed to providing equality of opportunity to all.