Financial Services Administrator

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

Job summary

A leading financial services company is seeking a Financial Services Administrator to provide administrative support to their advisers. This role requires experience in the Financial Services sector and offers an excellent environment for growth. Responsibilities include managing client records and facilitating business processes, perfect for someone looking to enhance their career in financial administration.

Qualifications

• Experience required in the Financial Services industry.
• Strong communication skills and a team-oriented mindset.
• Methodical approach to planning and organization.

Responsibilities

• Provide administrative support for Financial Advisers, including documentation and client record maintenance.
• Process new business documentation and handle fund transactions.
• Liaise with providers and update clients on their requests.

Skills

Experience in the Financial Services industry

Ability to work under pressure

Excellent communication skills

Team-oriented mindset

Good planning and organizational skills

Honesty and integrity

Experience with Dynamic Planner

Job description

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Financial Services Administrator, Watford, Hertfordshire

Location: Watford, Hertfordshire, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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 one of our Strategic Partner firms, Redwood Financial, based in Horsham, West Sussex.

They are looking for an experienced Financial Services Administrator to join their team to assist with 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 entail:

• Providing efficient administration support for Financial Advisers; assisting with new business procurement and processing, and servicing existing clients
• Maintaining and updating client records in our database
• Preparing client documentation, 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 updating clients

Skills & Knowledge

• Experience in the Financial Services industry
• Ability to work under pressure
• Excellent communication skills at all levels
• Team-oriented mindset
• 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: