Financial Services Administrator

Salary:
Up to £35,000 per annum (+ strong benefits)

Hours:

Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)

Experience:

Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors

Join a well‑established Wealth Management practice in Hambledon as an experienced and organised Financial Services Administrator. In this role you will support a team of Financial Planners in delivering a high‑quality, efficient, and professional service to clients.

• Prepare client documentation
• Process new business
• Liaise with providers
• Maintain accurate client records
• Support both advisers and the wider client servicing team

• Previous experience within a financial planning or wealth management environment
• Strong organisational skills, with excellent attention to detail
• A proactive and positive approach to work
• Confident communicator, both written and verbal
• Ability to manage multiple tasks and work effectively in a fast‑paced environment
• A client‑focused mindset, with a desire to deliver excellent service

No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation.

Applications from all suitably qualified individuals are encouraged.

If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know.