Financial Services Administrator

Are you an experienced Administrator looking to develop your career within financial services?We are recruiting for a Financial Services Administrator to join a professional and established financial planning business based in Grantham town centre.You will join a close-knit and hard-working team of seven, supporting more than 750 clients across the UK. This is a permanent opportunity offering strong potential for progression and long-term development.This role would suit a highly organised, tech-savvy and accurate administrator with experience in financial services or another professional, regulated or process-driven environment.Applications are welcomed from candidates with backgrounds in:Financial planning or wealth managementBanking or insuranceLegal servicesAccountancyCompliancePensions or investmentsPublic sector administrationProfessional servicesPrevious financial services experience would be advantageous, but candidates with strong transferable administration skills will also be considered.Whats in it for you?Permanent, full-time positionGrantham town centre locationOpportunity to gain valuable financial services experienceSupportive and close-knit team environmentExposure to financial planning and regulated administration processesVaried role combining client administration, diary management and office coordinationStrong potential for progression and developmentThe roleAs Financial Services Administrator, you will support the Managing Director, Partners and Financial Advisers with the day-to-day administration of the business.You will help ensure client information is accurate, appointments are arranged efficiently and advisers have everything they need ahead of client meetings.This is an advanced administration position rather than an IT support role. It requires excellent attention to detail, confidence using systems and the ability to manage sensitive client information professionally.Key responsibilitiesYour duties will include:Preparing information and documentation for financial adviser client meetingsBooking client appointments by telephone, email and CalendlyManaging adviser diaries and coordinating appointmentsEntering client, meeting and appointment information accurately onto internal systemsMaintaining complete and up-to-date client recordsSupporting general office administration and team coordinationHandling confidential client information professionallySupporting regulated financial administration processesCommunicating with clients in a professional and helpful mannerEnsuring administrative tasks are completed accurately and on timeAbout youThe successful Financial Services Administrator will ideally have:Previous experience in a professional, regulated or process-driven office environmentFinancial services administration experience, although this is not essentialExcellent attention to detail and a high level of accuracyStrong literacy, numeracy and data-entry skillsConfidence using Microsoft Word, Excel and office-based systemsStrong organisation and time-management skillsA professional and presentable approachGood written and verbal communication skillsThe ability to manage confidential information responsiblyA motivated, adaptable and team-focused attitudeNo specific qualifications are required, although financial services, business administration or other relevant qualifications would be beneficial.LocationThe role is based in Grantham town centre and is commutable from:Sleaford, Newark-on-Trent, Stamford, Bourne, Melton Mowbray, Bottesford, Colsterworth, Oakham and surrounding areas.Apply today to join a professional financial planning business offering a varied administration role, a supportive working environment and the opportunity to build a long-term career within financial services.TPBN1_UKTJ