Hybrid Financial Services Administrator – Client Support

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

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