Financial Services Administrator

Profiles Personnel; Wrecclesham; Hybrid; GBP 30,000 - 33,000; Full time

Benefits offered by this job

25 days holiday

Bank Holidays

Birthday day off

Paid parking

Hybrid working after probation

Job summary

Profiles Personnel is recruiting a Pensions & Investment Administrator for a respected Independent Financial Advisory practice in the UK. The role focuses on processing pension and investment business, liaising with consultants, and maintaining FCA compliant records.

You will use Intelliflo back-office tools, manage client communications, and support a team of advisers. The firm supports hybrid working after a probation period and values accuracy and collaboration.

Qualifications

• Previous IFA/Financial Planning admin experience.
• Strong attention to detail and organisational skills.
• Good IT skills and FCA/compliance awareness.

Responsibilities

• Processing new pensions and investment business.
• Liaising with Financial Consultants, Paraplanners and providers.
• Maintaining records on Intelliflo back-office system.
• Handling client correspondence and preparing files for meetings.
• Ensuring administration complies with FCA requirements.

Education

R01-R06 or equivalent

Tools

Intelliflo Back-Office

Job description

PENSION & INVESTMENT ADMINISTRATOR
Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.
Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.
Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking

Key responsibilities for the Pension & Investment Administrator include

• Processing new pensions and investment business
• Liaising with Financial Consultants, Paraplanners and providers
• Maintaining accurate records on the Intelliflo back - office system
• Handling correspondence with clients, providers and advisers
• Managing diaries and preparing files for client meetings
• Ensuring all administration is completed in line with FCA and compliance requirements

The ideal Pension & Investment Administrator will need

• Previous administration experience within an IFA or Financial Planning environment
• Strong attention to detail and excellent organisational skills
• Good IT skills and confidence using back-office systems
• A professional and personable communication style
• Strong numerical ability
• A positive, team-focused approach
• Financial services qualifications (R01-R06 or equivalent), or be actively working towards them

What's on Offer

• Friendly and supportive team environment
• Opportunity to develop your financial services career
• Exposure to a wide range of pension and investment administration
• Long-term career prospects within a growing and successful firm
• Opportunity for hybrid working following a successful probationary period

Hours 9am-5pm Monday to Friday
If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you.