Senior Financial Services Administrator

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

Benefits offered by this job

Free on-site parking

Job summary

Confidential in Chesterfield is seeking a Senior Financial Services Administrator to lead and develop a small team, ensuring high-quality client services. This permanent, office-based role is based near Chesterfield, offering a 35-hour week from 9:00 am to 5:00 pm and a salary of £32,000–£36,000 DOE.

The position reports to the Operational Director and provides genuine career progression within a supportive environment, with responsibilities including team development, service delivery

Qualifications

• Ideally, 1–2 years of experience in Financial Services Administration.
• Experience in wealth management, IFA, pensions, investments or financial planning environments.
• Proven ability to mentor and supervise staff.

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.
• Provide guidance and performance feedback to team members and conduct reviews.
• Allocate workloads and monitor workflows across the team.
• Support Paraplanners and wider administration colleagues.
• Ensure client documentation is processed accurately within timescales.
• Liaise with advisers, paraplanners and clients to maintain service levels.
• Maintain FCA regulatory compliance and internal procedures.

Skills

Team leadership

Coaching/mentoring

Communication

Stakeholder management

Attention to detail

Tools

MS Excel

Outlook

Job description

Senior Financial Services Administrator 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 Senior Financial Services Administrator, 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
• Previous experience within wealth management, IFA, pensions, investments or financial planning environments
• Experience mentoring, coaching or supervising staff
• 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