Financial Services Administrator
Listed on 2026-09-24
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Banking & Finance
PENSION & INVESTMENT ADMINISTRATOR***
Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.
Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.
Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking
Key responsibilities for the Pension & Investment Administrator include- Processing new pensions and investment business
- Liaising with Financial Consultants, Paraplanners and providers
- Maintaining accurate records on the Intelliflo back - office system
- Handling correspondence with clients, providers and advisers
- Managing diaries and preparing files for client meetings
- Ensuring all administration is completed in line with FCA and compliance requirements
- Previous administration experience within an IFA or Financial Planning environment
- Strong attention to detail and excellent organisational skills
- Good IT skills and confidence using back-office systems
- A professional and personable communication style
- Strong numerical ability
- A positive, team-focused approach
- Financial services qualifications (R01-R06 or equivalent), or be actively working towards them
- Friendly and supportive team environment
- Opportunity to develop your financial services career
- Exposure to a wide range of pension and investment administration
- Long-term career prospects within a growing and successful firm
- Opportunity for hybrid working following a successful probationary period
Hours 9am-5pm Monday to Friday
If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you
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