Financial Services Administrator

Confidential; York and North Yorkshire; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Flexible working

Study support

Healthcare support

Pension scheme

Cycle to work scheme

A supportive team culture

Career progression and recognition

Job summary

Confidential is hiring a Financial Services Administrator to support our team of financial advisers. You will help ensure clients receive a professional, efficient service by handling administration across pensions, investments and protection products.

The role requires good organisation, strong communication, and a proactive approach to managing multiple priorities. Experience in financial planning or IFA environments and familiarity with KYC/AML processes are valued, with study support and a

Qualifications

• Experience in financial planning, wealth management or an IFA environment.
• Understanding of financial services administration.
• Experience with KYC and AML checks.
• Excellent organisational and communication skills.
• Ability to manage competing priorities while maintaining accuracy.
• Knowledge of pensions, investments and protection products.
• Experience with Intelligent Office or Xplan is advantageous.

Responsibilities

• Processing new business applications across pensions, investments and protection products.
• Managing Letters of Authority and liaising with providers.
• Preparing client review packs and supporting ongoing client servicing.
• Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
• Maintaining accurate client records and keeping cases moving within agreed timescales.
• Supporting transfers, withdrawals, fund switches and other client administration.
• Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.

Skills

Organisational skills

Communication skills

KYC/AML knowledge

Pensions knowledge

Investments knowledge

Protection products knowledge

Intelligent Office experience

Tools

Intelligent Office

Xplan

Job description

Financial Services Administrator

Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes?

A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.

What's in it for you?

We believe in investing in our people and helping them thrive. In return, the Financial Services Administrator will get:

• Competitive salary
• Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option
• Study support and opportunities to develop your skills
• Healthcare support
• Pension scheme
• Cycle to work scheme
• A supportive team culture
• Career progression and recognition

What will you be doing as a Financial Services Administrator?

You'll play a key role in supporting advisers and ensuring clients receive an efficient, professional service. Your responsibilities will include:

• - Processing new business applications across pensions, investments and protection products.
• - Managing Letters of Authority and liaising with providers.
• - Preparing client review packs and supporting ongoing client servicing.
• - Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
• - Maintaining accurate client records and keeping cases moving within agreed timescales.
• - Supporting transfers, withdrawals, fund switches and other client administration.
• - Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.

Who are we looking for?

We're looking for someone who is proactive, professional and takes pride in getting the details right.

Ideally, you'll have:

• - Previous experience in financial planning, wealth management or an IFA environment.
• - A good understanding of financial services administration.
• - Experience with KYC and AML checks.
• - Excellent organisational and communication skills.
• - The ability to manage competing priorities while maintaining accuracy.
• - Knowledge of pensions, investments and protection products.

Experience with Intelligent Office, Xplan or similar back-office systems would be an advantage.

If you're looking for a role where your skills are valued, your development is supported and your contribution makes a difference, and you think you could be our next Financial Services Administrator we'd love to hear from you!