Financial Services Administrator /Office Lead

Confidential; Chesterfield; On-site; GBP 32,000 - 36,000; Full time

Benefits offered by this job

Free on-site parking

Job summary

Confidential, a growing financial services organisation in Chesterfield, seeks a Senior Financial Services Administrator to lead the administration team and ensure high-quality client service.

This office-based, 35-hour-per-week role offers progression within a supportive environment, with a start date around October/November 2026 and a salary of 32,000–36,000 DOE.

Qualifications

• Ideally 1–2 years experience in a Financial Services Administration role.
• Experience in wealth management, IFA, pensions, investments or financial planning environments preferred.
• Experience mentoring, coaching or supervising staff would be ideal but not required.
• Strong understanding of financial services processes and regulatory requirements.
• Excellent organisational and prioritisation skills.
• High attention to detail and accuracy.
• Strong communication and stakeholder management skills.
• Proficient in Microsoft Office applications, particularly Excel and Outlook.
• Ability to manage multiple priorities within a busy environment.
• Proactive approach with a commitment to continuous improvement.

Responsibilities

• Lead, motivate and develop a team of up to four Financial Services Administrators.
• Oversee day-to-day administration activities to ensure efficient service delivery.
• Support and mentor team members, conducting regular performance reviews and development discussions.
• Monitor workflows and allocate workloads effectively across the team.
• Provide guidance and support to Paraplanners and wider administration colleagues.
• Ensure all client documentation is processed accurately and within required timescales.
• Liaise with financial advisers, paraplanners and clients to maintain excellent service levels.
• Maintain compliance with FCA regulations and internal procedures.
• Assist with process improvements and contribute to operational efficiencies.
• Produce reports and management information as required.
• Support the Operational Director with departmental objectives and business initiatives.

Skills

Team leadership

Stakeholder management

Regulatory compliance

Attention to detail

Organisation

Communication

Multitasking

Proactive mindset

Tools

Microsoft Office

Excel

Outlook

Job description

Financial Services Administrator /Office Lead, required for a new permanent job opportunity in Chesterfield
An exciting opportunity has arisen to join a growing and well-established financial services organisation based in Chesterfield.

Due to continued expansion and strategic growth plans, the business is looking to appoint an experienced Senior Financial Services Administrator to support the delivery of high-quality client services whilst leading and developing a small administration team.

Reporting directly to the Operational Director, this is a hands‑on leadership position that offers genuine career progression within a friendly, professional and supportive environment.
Key vacancy information - Chesterfield (near Barlborough) Office-Based Full-Time 35 Hours per Week
Salary: Competitive DOE 32,000 - 36,000 Start Date: October/November 2026

The Role

As Financial Services Administrator ( Office Lead), you will play a key role in ensuring the smooth running of the administration function whilst overseeing a team of up to four staff members. You will be responsible for maintaining exceptional service standards, supporting business operations and helping to develop team performance.
This is an excellent opportunity for an experienced financial services professional who is looking to step into a senior position with people management responsibilities.

Key Responsibilities

• Lead, motivate and develop a team of up to four Financial Services Administrators
• Oversee day‑to‑day administration activities to ensure efficient service delivery
• Support and mentor team members, conducting regular performance reviews and development discussions
• Monitor workflows and allocate workloads effectively across the team
• Provide guidance and support to Paraplanners and wider administration colleagues
• Ensure all client documentation is processed accurately and within required timescales
• Liaise with financial advisers, paraplanners and clients to maintain excellent service levels
• Maintain compliance with FCA regulations and internal procedures
• Assist with process improvements and contribute to operational efficiencies
• Produce reports and management information as required
• Support the Operational Director with departmental objectives and business initiatives

What You'll Need to Succeed

• Ideally, 1-2 experience in a Financial Services Administration role
• Ideally Previous experience within wealth management, IFA, pensions, investments or financial planning environments or similar
• Experience mentoring, coaching or supervising staff would be ideal but not advantageous
• Strong understanding of financial services processes and regulatory requirements
• Excellent organisational and prioritisation skills
• High attention to detail and accuracy
• Strong communication and stakeholder management skills
• Proficient in Microsoft Office applications, particularly Excel and Outlook
• Ability to manage multiple priorities within a busy environment
• Proactive approach with a commitment to continuous improvement

What You'll Get in Return

• Long‑term career opportunity within a growing financial services organisation
• Opportunity to lead and develop a small team
• Clear progression and development prospects
• Supportive and collaborative working environment
• Office‑based role with free on‑site parking
• Monday to Friday working pattern
• 35-hour working week (9:00am to 5:00pm)
• Join a business investing in future growth and expansion
• 32,000 - 36,000