Financial Services Administrator

Administrator – Financial Services

Fully Remote (maybe hybrid in Derby in the future) | £27,000 - £35,000 DOE | Full-Time Permanent

An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in a fully remote position.

This role would suit someone with previous experience within financial services administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support.

The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion.

Key Responsibilities:

• Providing high-level administrative support to advisers and the wider team

• Preparing client files and ensuring all compliance documentation is accurate and complete

• Supporting pre- and post-meeting administration, including CRM updates

• Processing applications and liaising with providers, clients, and third parties

• Chasing applications and Letters of Authority to ensure timely completion

• Producing client correspondence, reports, and review documentation

• Handling inbound calls professionally and building strong client relationships

• Running reports, illustrations, and collating key client information

• Maintaining accurate records and supporting day-to-day operational processes

Requirements:

• Previous administration experience within financial services, wealth management, or a related sector

• Experience using CRM systems such as Salesforce would be advantageous

• Strong communication and client relationship skills

• Excellent organisational skills and attention to detail

• Ability to manage multiple tasks and work independently in a remote environment

• Good working knowledge of Microsoft Office, including Outlook, Word, and Excel

• Positive, proactive, and team-oriented approach

This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment.