Financial Services Administrator

My client is a dynamic and rapidly growing financial services practice, providing tailored advice and exceptional service to a diverse client base. They offer a professional and supportive environment where expertise and attention to detail are highly valued.

They are seeking an experienced Financial Services Administrator to support their advisers and ensure the smooth running of client accounts and administrative processes. This central role requires accuracy, proactivity, and strong knowledge of financial services regulations.

Key Responsibilities

Client & Account Administration

• Process new client applications accurately and in line with FCA regulations.

• Assist with client investment transactions while maintaining compliance.

• Communicate with clients to gather information and resolve queries efficiently.

• Ensure all client administration tasks are completed to a high standard.

Technical & Regulatory Support

• Conduct essential financial calculations and maintain regulatory compliance knowledge.

• Liaise with third-party providers to gather accurate plan and scheme information.

• Stay up to date with financial products, platforms, and FCA requirements.

Data Management & Process Efficiency

• Maintain accurate client records in the CRM system (Salesforce).

• Prepare reports and presentations to support advisers in client meetings.

• Contribute to process improvements and help implement efficient administrative procedures.

Candidate Profile

• Minimum 2 years of experience in a similar administrative role within financial services.

• Strong knowledge of financial services regulations (FCA) and compliance standards.

• Proficient in Microsoft Office and confident using CRMs, ideally Salesforce.

• Excellent attention to detail and organisational skills.

• Strong verbal and written communication skills.

What's on Offer

• Salary: 25,000 per year, with clear progression opportunities.

• Bonus: Discretionary bonus potential up to 15% (Production + Performance).

• Holidays: 25 days annual leave plus UK bank holidays.

• Pension & Benefits: Workplace pension scheme, life assurance (4x salary), and appraisal reward day.

• Working Hours: 35 hours per week - Monday to Thursday 9:00-17:00, Friday 8:30-16:30.

This is an excellent opportunity for candidates with financial services experience to join a supportive, fast-paced practice and develop their career.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.