Financial Services Administrator

Financial Services Administrator-

Location: Leicester (Office-based)

About the Role

An established and growing financial services organisation is seeking a proactive and detail-oriented Administrator to join its busy team in Leicester. This is a fantastic opportunity for someone looking to build a long-term career within financial services while gaining exposure to pensions, investments, and client servicing.

You will play a key role in supporting Financial Advisers, Paraplanners, and the wider administration team by delivering high-quality administrative and client support across a variety of cases.

Key Responsibilities

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• Answering incoming telephone calls and handling client queries professionally
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• Meeting and greeting visitors to the office
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• Supporting business processing by liaising with providers and platforms
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• Maintaining accurate and up-to-date client records and financial plan information
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• Assisting with portfolio valuations and producing client reports
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• Processing new business applications and dealing instructions across multiple platforms
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• Producing clear and professional client correspondence
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• Preparing review packs and key documentation (including scanning, collating, and mail merges)
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• Communicating with clients to schedule meetings and provide updates
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• Supporting the team on ad hoc projects and general administrative duties
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About You

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• Minimum 2 years’ administrative experience
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• Strong organisational skills with the ability to prioritise workload
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• Excellent written and verbal communication skills
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• Proficient in Microsoft Office and Outlook
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• Experience using back-office systems/databases
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• A proactive attitude with a willingness to learn
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• Strong team player with a client-focused mindset
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• Able to work accurately under pressure and to deadlines
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• Committed to confidentiality and data security
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