Hybrid Financial Services Administrator – Client Services

Service Service Employment Agency Limited; Costessey; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Bonus scheme

Pension contributions

25 days holiday

Job summary

Service Service Employment Agency Limited seeks an experienced Financial Services Administrator for a busy Client Services Team. The role blends office-based duties with up to two days of home working after training, totaling 37.5 hours per week.

Responsibilities include administering post and client records, supporting advisers with plans and illustrations, and handling online pension/investment applications. A Diploma in Financial Planning or willingness to study is preferred.

Qualifications

• Essential GCSE or equivalent – Maths and English level 4 or above.
• Desirable A Levels – 2 subjects C or above or equivalent.
• Minimum of 2 years' experience in a similar administrative role.

Responsibilities

• Provide day-to-day administration to meet Service Level Agreements and KPIs.
• Handle day-to-day post routines: scanning, filing, franking and posting.
• Answer calls, take messages, handle client queries and maintain client records.
• Support advisers: prepare plan information, client letters and illustrations.
• Produce and distribute portfolio reports and review documents.
• Process online pension and investment applications and platform trades.

Education

GCSE including Maths & English

Diploma in Financial Planning (preferred)

Tools

Task management system

Back-office system

Investment platforms

Job description

Service Service Employment Agency Limited seeks an experienced Financial Services Administrator for a busy Client Services Team. The role blends office-based duties with up to two days of home working after training, totaling 37.5 hours per week.

Responsibilities include administering post and client records, supporting advisers with plans and illustrations, and handling online pension/investment applications. A Diploma in Financial Planning or willingness to study is preferred.