Financial Administrator

Financial Administrator

Location: Kingsley, Hampshire

Salary: £30,000 - £35,000, dependent on experience

Job Type: Full-time, office-based

Company: Protection & Investment Ltd

An established independent financial adviser firm based in Kingsley is looking for a Financial Administrator to join its friendly and supportive team.

This is a great opportunity for a capable Financial Administrator with previous experience or a competent Administrator with proven skills, ideally in in financial services, wealth management, or an IFA environment. The role would suit someone who is highly organised, accurate, confident dealing with financial administration, and comfortable working in a professional office-based setting.

The Role

As a Financial Administrator, you will be involved in a varied and fast-paced role, supporting financial advisers with client administration, new business processing and ongoing case management. The successful candidate will be organised, accurate, confident dealing with providers and clients, and comfortable working as part of a close-knit office-based team.

Key Responsibilities

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• Providing administrative support to financial advisers
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• Processing new business applications across pensions, investments, mortgages and protection products
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• Managing client records and maintaining accurate documentation
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• Using Intelligent Office, IO, to update workflows and client data
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• Liaising with providers including Fidelity, Aviva and Quilter
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• Processing contributions, withdrawals and fee calculations
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• Preparing client review packs and documentation
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• Supporting fund switches, rebalancing and risk profiling administration
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• Monitoring and progressing cases through to completion
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• Handling client and provider queries professionally and efficiently
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• Ensuring compliance with company procedures and FCA requirements
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• Supporting the wider administration team where required
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Skills and Experience Required

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• Strong organisational and administrative skills
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• Excellent attention to detail and accuracy
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• Confident written and verbal communication skills
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• Ability to prioritise workload and work effectively within a team
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• Proficient in Microsoft Office applications
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What Protection & Investment Ltd Offers

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• Friendly and supportive working environment
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• Opportunity to work within an experienced financial services team
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• Ongoing training and development opportunities
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• Stable, long-term career opportunity
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• Office-based role in Kingsley, Hampshire
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How to Apply

If you are looking for a long-term opportunity with an established independent financial adviser firm, please apply today.

Please submit your CV along with a short cover letter outlining your relevant experience and why you are suitable for the role.