Financial Services Administrator

Administrator Support – Finance & Wealth Management

Location: Leicester – fully office based role, Monday to Friday 8am to 4pm

Salary: £26,000 + benefits (our ref AL1416)

My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office.

This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector.

You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience.

Key Responsibilities:

• Answering incoming phone calls and acting as the first point of contact for clients
• Welcoming clients into the office and preparing meeting rooms and refreshments
• Managing incoming and outgoing post, including trips to the post office
• Scanning, organising, and uploading documents to internal CRM systems
• Monitoring shared inboxes and responding or redirecting queries as required
• Liaising with providers to chase outstanding information
• Processing letters of authority and organising policy documentation
• Supporting advisers with post-meeting administration and client file management
• Preparing annual review documentation, including:
• Portfolio valuations
• Fund performance and information
• Cashflow reports (where required)
• Assisting with submissions through internal systems and simple online processes

About You - The ideal candidate will:

• Have excellent organisational skills and strong attention to detail
• Be confident communicating via phone, email, and in person
• Be professional, personable, and client-focused
• Have the ability to prioritise and manage multiple tasks efficiently
• Be comfortable using systems and handling sensitive information securely
• Have good working knowledge of Microsoft Office
• Previous experience or knowledge of financial services is beneficial but not essential.

What’s on offer:

28 days holiday (including bank holidays)

Additional holiday per year of service (capped at 5 days)

Option to carry over up to 3 unused holiday days

Workplace pension (5% employee / 3% employer via True Potential)

Free gym membership

Discretionary quarterly team bonus awards

Employee and client referral scheme

Supportive team environment within a growing business

Parking assistance

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.