Financial Services Administrator

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Financial Services Administrator

Location: Kettering

Salary: £27,000 - £31,000 DOE

Benefits:

• 25 days holiday plus bank holidays
• Birthday day off (if falls on a working day)
• 5% matching employer pension contribution
• Competitive salary and benefits package
• Opportunities for professional development and career advancement, including exam and qualification support
• Supportive and inclusive work environment
• Mentorship and guidance to help achieve career objectives
• Dynamic team within a fast-growing, client-focused firm

About the Company:

Our client is a forward-thinking, rapidly growing financial planning firm committed to delivering high-quality financial advice. The firm empowers clients to achieve their financial goals while fostering a supportive and growth-oriented environment for their team. They value individuals who are motivated, collaborative, and thrive in a fast-paced professional setting.

Key Responsibilities:

• Assist in the preparation of client meetings, ensuring all documents and information are ready
• Support client onboarding and account maintenance processes
• Respond promptly and professionally to client enquiries
• Maintain accurate and organised client records in compliance with regulatory standards
• Prepare and submit regulatory documentation as required
• Collaborate with the team to ensure timely completion of paperwork
• Identify opportunities for process improvement and support operational efficiency
• Foster a positive and collaborative working environment
• Participate in team meetings, training, and professional development activities
• Continuously maintain and develop technical, product, and industry knowledge

What We're Looking For:

• Previous experience in financial services or administrative roles preferred
• Strong organisational, multitasking, and prioritisation skills
• Excellent attention to detail
• Strong verbal and written communication skills
• Proficiency in Microsoft Office Suite and relevant software applications
• Self-motivated with the ability to work on your own initiative and as part of a team
• Comfortable interacting with clients in a professional environment
• Growth mindset, committed to learning and personal development

Desirable Skills:

• Knowledge of financial planning processes and platforms
• Experience with regulatory compliance documentation
• Previous exposure to client onboarding or paraplanning support

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.