Financial Services Administrator

TN United Kingdom; Stowmarket; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Services Administrator to support their financial planners and directors. This role offers hybrid working, free parking, and fully funded qualifications up to chartered level. You will play a crucial role in ensuring accurate information flow and assisting in client meetings. Join a company that values career progression, offers 30 days of holiday plus bank holidays, and fosters a supportive culture. If you have a keen eye for detail and a passion for finance, this opportunity is perfect for you.

Benefits

Hybrid working

Free parking

Fully funded qualifications

30 days holiday plus bank holidays

Qualifications

• Experience in financial services administration is essential.
• Degree is desirable for this role.

Responsibilities

• Prepare and compile documents for client review packs.
• Maintain clear audit trails for all client records.
• Assist Financial Planners in client meetings.

Skills

Attention to Detail

Financial Administration

Client Coordination

Document Management

Education

Degree in Finance or related field

Job description

Social network you want to login/join with:

Financial Services Administrator, Stowmarket

col-narrow-left

Client:

Opus People Solutions

Location:

Stowmarket, United Kingdom

Job Category:

Finance

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

21cea65fe82f

Job Views:

2

Posted:

07.05.2025

Expiry Date:

21.06.2025

col-wide

Job Description:

Do you want to work for an award winning business? Look no further! Our client has fantastic benefits and a great culture.

Our client is seeking a Financial Services Administrator to work supporting their financial planners and directors. This role includes ensuring all information is accurate, updated and to help support the financial planners with their administrative workload.

You will enjoy hybrid working (ability to work from multiple offices), free parking, qualifications all paid for up to chartered level, career progression, 30 days holiday plus bank holidays and much more!

Duties:

• Prepare and compile documents to create accurate client review packs and verification packs as needed.
• Deliver precise and timely information while coordinating with providers and third parties as required.
• Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
• Keep Financial Planners and team members informed of progress, escalating any concerns or complaints. Hold weekly review meetings with Financial Planners to discuss priorities and any arising issues.
• Assist Financial Planners in client meetings by presenting relevant sections, such as cashflow, when appropriate and approved by a line manager (2-3 times per year).
• Conduct pre- and post-meeting reviews, delegating tasks to team support when appropriate. Ensure meeting notes are issued within two weeks and that all actions are completed.
• Mentor and support junior team members, enabling them to take on tasks that contribute to team efficiency and enhance client service.

Requirements:

• Experience from a financial services business in administration is essential
• Degree is desirable
• Experience dealing with documents that require a high attention to detail

If you think this role might be for you - apply today!