Financial Services Administrator

Julie Rose Recruitment Limited; Westerham; On-site; GBP 24,000 - 36,000; Full time

Benefits offered by this job

24 days’ holiday + bank holidays

Death-in-service cover

Private medical

Pension

One day WFH after probation

Job summary

Julie Rose Recruitment Limited is seeking an experienced Financial Services Administrator to join a professional firm in Westerham. You will support Financial Advisers with client documentation, servicing and regulatory compliance, handling confidential information with discretion.

The role offers 9am-5pm hours (unpaid lunch) and benefits including pension, private medical, and a day working from home each week after probation. Prior financial services experience is essential.

Qualifications

• Previous financial services experience essential.
• Understands pensions, investments, ISAs and protection.
• Experience in a regulated environment.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Ability to multitask and prioritise workload.
• Proficient in Outlook, Word and Excel.
• Experience using a CRM; Xplan desirable.
• Organised, proactive and reliable with a professional manner.
• Able to handle confidential information discreetly.

Responsibilities

• Provide day-to-day administrative support to Financial Advisers.
• Prepare and process client documentation and new business.
• Support ongoing client servicing and annual review administration.
• Liaise with clients, providers and other contacts by phone, email and letter.
• Obtain information from investment, pension and insurance providers.
• Monitor outstanding requirements and progress cases within timescales.
• Prepare documentation for client meetings and follow up on actions.
• Maintain accurate client records and internal systems.
• Process authorised client instructions and transactions accurately.
• Follow procedures and regulatory requirements, including Consumer Duty.
• Handle confidential information securely and with discretion.
• Identify and escalate complaints or potential detriment; support wider admin team.

Skills

Financial services experience

Attention to detail

Communication skills

Task management

MS Office

CRM experience

Xplan

Discretion with confidential data

Organised and proactive

Tools

Microsoft Office

Xplan CRM

Job description

JRRL have an exciting opportunity for an experienced Financial Services Administrator to join a professional and supportive financial advice firm in Westerham. The company provides personalised financial planning and investment advice to individuals, families and businesses. The successful candidate will support Financial Advisers and help ensure clients receive an efficient, friendly and responsive service.

After successfully completing probation, there may be the opportunity to work 8:30am to 5pm, with a 45-minute unpaid lunch break and every second Friday off. The working-from-home day is not fixed.

Duties for the Financial Services Administrator:

• Providing day-to-day administrative support to Financial Advisers
• Preparing and processing client documentation and new business
• Supporting ongoing client servicing and annual review administration
• Liaising with clients, financial providers and other professional contacts by phone, email and letter
• Obtaining information from investment, pension and insurance providers
• Monitoring outstanding requirements and progressing cases within appropriate timescales
• Preparing documentation for client meetings and following up on agreed actions
• Maintaining accurate client records, internal systems and audit trails
• Processing authorised client instructions and transactions accurately
• Following company procedures and regulatory requirements, including Consumer Duty
• Handling personal and financial information securely and confidentially
• Identifying and escalating complaints, errors, delays, potential client detriment or other concerns Supporting the wider administration team as required

Person Specification for the Financial Services Administrator:

• Previous financial services experience is essential, ideally within financial advice, wealth management or a similar environment
• A good understanding of financial products such as pensions, investments, ISAs and protection
• Experience working in a regulated environment
• Excellent attention to detail and a strong focus on accuracy
• Good written and verbal communication skills
• Ability to manage multiple tasks and prioritise workload effectively
• Good working knowledge of Microsoft Office, particularly Outlook, Word and Excel
• Experience using a CRM system; Xplan experience would be highly desirable
• Organised, proactive and reliable, with a professional and approachable manner
• Able to handle confidential information with discretion and provide excellent client service

Hours:

9am to 5pm, with a one-hour unpaid lunch break

Benefits:

• 24 days’ holiday plus bank holidays (three days to be used for the Christmas closure)
• death-in-service cover
• private medical
• pension
• one day working from home each week after probation

This is a full-time position. The salary range reflects the candidate’s level of experience, the lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above