Senior Financial Services Administrator - Complex Cases

Bond Recruitment; Middlewich; On-site; GBP 22,000 - 28,000; Full time

Job summary

Bond Recruitment in Middlewich is seeking a seasoned Financial Services Administrator to own complex client work and guide junior team members. The role focuses on delivering high-quality administration and client service, while exploring AI-driven improvements to processes.

You will support the team with technical guidance, liaise with advisers, and maintain accurate client records on back-office systems, ensuring timely completion of tasks.

Qualifications

• Experience in financial services administration and client servicing.
• Ability to handle complex client cases with accuracy and discretion.
• Willingness to learn and share best practices with the team.

Responsibilities

• Act as first point of contact for complex client administration queries.
• Manage complex cases and perform quality checks on new business.
• Provide technical guidance and training to other administrators.
• Coordinate day-to-day workload and liaise with advisers and managers.
• Maintain client records across back-office systems and platforms.

Skills

Communication skills

Attention to detail

Mentoring & guidance

Client administration

Time management

Technical proficiency

Tools

Intelliflo

Back-office systems

CRM platforms

Job description

Bond Recruitment in Middlewich is seeking a seasoned Financial Services Administrator to own complex client work and guide junior team members. The role focuses on delivering high-quality administration and client service, while exploring AI-driven improvements to processes.

You will support the team with technical guidance, liaise with advisers, and maintain accurate client records on back-office systems, ensuring timely completion of tasks.