Financial Services Administrator

Come and join a growing, successful Wealth Management business as our Financial Services Administrator with a view to progressing to a trainee Paraplanner within 6 to 12 months!

Remote Working but must be able to commute to Sheffield for meetings once a month.

Progression Opportunity to Trainee Paraplanner (6-12 Months)

Are you an experienced Financial Services Administrator looking to join a professional and growing wealth management business where your career can genuinely progress?

We are looking for a highly organised and detail-oriented administrator to provide vital support to Financial Advisers and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone already working within Financial Services, Wealth Management, Independent Financial Advice, Pensions or Investments who is looking to take the next step in their career.

For the right individual, there is a clear and structured pathway to progress into a Trainee Paraplanner position within 6-12 months, offering the opportunity to further develop technical knowledge and build a long-term career within financial planning.

The Role
Working closely with senior leadership and Financial Advisers, you will be responsible for ensuring the smooth administration of client portfolios and maintaining high standards of service throughout the client journey.
Key Responsibilities

• Providing comprehensive administrative support to Financial Advisers
• Maintaining accurate and up-to-date client records and documentation
• Preparing and processing new business applications, valuations and client correspondence
• Liaising with clients, providers and third parties to progress cases efficiently
• Ensuring all work is completed accurately and within agreed timescales
• Supporting regulatory and compliance requirements
• Contributing to a seamless and professional client experience

What We're Looking For
Essential Requirements:

• Previous experience within Financial Services, Wealth Management, Independent Financial Advice, Investments or Pensions
• Strong understanding of financial products and industry processes
• Experience dealing with providers, clients and financial documentation
• Excellent attention to detail and organisational skills
• Strong communication skills, both written and verbal
• Confident user of Microsoft Office packages
• Professional telephone manner and client-focused approach

Please note: Applications will only be considered from candidates with previous experience working within the Financial Services or Wealth Management sector. Unfortunately, candidates from general administration backgrounds without industry experience will not be suitable for this role.

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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