Financial Services Administrator

Are you an experienced Financial Services Administrator looking for your next long-term opportunity? This is an excellent chance to join a highly respected independent financial advice firm with a fantastic culture of togetherness, teamwork and professional growth.

Based in modern, open-plan offices you’ll play a key role in providing hands‑on administrative work with exposure to all aspects of financial services, and a clear pathway to progress within the business with the potential to develop towards a Paraplanner or Adviser role in the future.

This is a full time office‑based position offering a starting salary of £28,000 (rising to £30,000 after successful 6‑month probation), alongside a market‑leading benefits package and the chance to work within a collaborative, people‑focused environment. Hybrid working will be considered upon successful completion of probation.

• Provide comprehensive administrative and technical support to Financial Advisers
• Liaise with clients, providers and advisers throughout the advice process
• Prepare cash flow modelling data and portfolio comparison analytics
• Assist with fund switches, attitude to risk questionnaires and suitability letters
• Maintain accurate and compliant client records
• Process new business applications and liaise with providers to ensure timely completion

• Experience as an administrator within a financial services environment
• Knowledge of financial services regulations and compliance advantageous
• Confident using Microsoft Office, with the ability to learn new systems
• Ability to manage data accurately and efficiently in a fast‑paced environment

Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations.

Hours
:
Full Time, Monday–Friday

Job Type
:
Permanent, Office‑Based

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.