Financial Services Administrator

Your new company
Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office. Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise.
Due to continued growth and expansion, an exciting opportunity has arisen for an experienced Financial Services Administrator to join their team. This is an excellent opportunity for a motivated administrator looking to further their career in wealth management, with clear progression pathways and full support towards professional qualifications.
They are located in a central and easily accessible area.

Your new role
As a Financial Administrator, you will play a key role in supporting Advisers and Paraplanners while acting as a central point of contact for client queries. You will ensure the smooth running of all administrative processes and contribute to delivering an exceptional client experience.
Key responsibilities include:

• Handling inbound phone calls, enquiries, and requests from clients and providers
• Managing client correspondence in both written and verbal formats
• Processing new business applications across pensions, investments, and protection products
• Preparing client review packs for annual and tri-annual meetings
• Coordinating client meetings and managing advisers' diaries
• Producing portfolio illustrations and supporting investment processes
• Providing comprehensive back-office support to the wider team
• Maintaining and updating accurate, compliant client records using internal systems
• Ensuring all financial planning administration is completed in line with regulatory procedures

What you'll need to succeed

• Previous experience working within a Financial Planning or Professional services organisation
• Strong organisational skills with the ability to prioritise workloads effectively
• Excellent communication skills and a professional, client-first approach
• Analytical thinking and problem-solving ability
• High attention to detail with a focus on compliance and accuracy
• Confident IT skills across office systems and back-office software
• A positive, flexible attitude and a strong team ethic

What you'll get in return

• Flexible salary for those with experience beyond administration
• 25 days holiday (increasing with length of service) plus Bank Holidays
• Birthday Leave
• Holiday Purchase Scheme
• Enhanced Parental Leave
• Life Assurance
• Pension
• Cycle to Work Scheme
• Corporate Eyecare
• Dogs welcome in the office!

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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