Financial Services Administrator

Financial Services Administrator
- Wanted
- Immediate Start!

Chelmsford Based Salary: £30,000-£35,000

Permanent, Full-Time

Are you an experienced Financial Services Administrator?

Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business.

• Competitive salary
• 25 days annual leave plus bank holidays
• Company pension scheme
• Private medical insurance

Essential:

• Minimum 3 years' experience within a financial services role
• Strong understanding of financial planning processes and client documentation
• Excellent organisational skills with a high level of accuracy and attention to detail

Desirable:

• Experience with financial planning tools, research software, or cashflow modelling systems
• Knowledge of investment, pension and protection products

• Act as the first point of contact for clients via telephone, email, and in person
• Manage incoming and outgoing correspondence, including post and electronic communications
• Maintain accurate client records and upload documentation to internal systems
• Liaise with providers to obtain policy information and progress outstanding requests
• Process letters of authority and maintain client documentation
• Support advisers with file preparation, client reviews, and post-meeting administration
• Prepare portfolio summaries, valuations, and annual review documentation
• Attend meetings when necessary to provide administrative support to advisers

The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment.