Financial Services Administrator

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

Job summary

A leading financial services provider is seeking a Financial Services Administrator based in Stockport to provide administration support for pensions and investments. This opportunity is perfect for someone with industry experience who values a professional and supportive work environment. You will assist financial advisers by managing client records and processing documentation while contributing to a relaxed team atmosphere.

Qualifications

• Experience in the Financial Services industry is essential.
• Ability to multitask and manage various administrative tasks.
• Strong attention to detail to maintain accurate client records.

Responsibilities

• Providing efficient administration support for Financial Advisers.
• Preparing client documentation and maintaining client records.
• Liaising with providers and processing new business documentation.

Skills

Excellent communication skills

Team player

Strong planning and organizational skills

Ability to work under pressure

Honesty and integrity

Tools

Dynamic Planner

Job description

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Client:

Location:

Stockport, 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 provider, Quilter Financial Planning offers an excellent opportunity to work as a client support executive with our Strategic Partner firm, Redwood Financial, based in Horsham, West Sussex.

We are looking for an experienced Financial Services Administrator to join our team to assist with administration for pensions and investments, ensuring financial advisers receive top-notch administrative support.

This role is ideal for someone who enjoys a professional yet relaxed environment and is eager to grow within a supportive team.

The role includes:

Pensions & Investments

• Providing efficient administration support for Financial Advisers; assisting with new business procurement and processing, and servicing existing clients
• Maintaining client records within our database
• Preparing client documentation, including review packs, illustrations, and valuations
• Processing new business documentation following quality 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 at all levels
• Team player
• Strong planning and organizational skills with a methodical approach
• Honesty and integrity
• Experience with Dynamic Planner is a plus

The successful candidate will be offered: