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Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

What you will be doing:

Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :

• General correspondence with both clients and policy providers
• Submitting any new business on behalf of clients
• Facilitating the annual review process for clients
• Processing new client information in preparation for their first report meeting
• Preparation of client reports

What you will need in order to succeed:

• Previous experience working within financial services within pensions / investment or insurance essential
• A background supporting an IFA or technical experience within a financial services organisation
• First rate communication skills face to face, over the phone and email
• Excellent attention to detail and ability to work to deadlines and under pressure
• RO1, CF1, FA1 or equivalent would also be beneficial
• A good range of IT skills

What you will receive in return:

• To 31,000 per annum (DOE)
• Quarterly Bonus scheme (based on company and personal performance)
• Excellent benefits including health cover
• Monday to Friday - 37.5 hours per week *100% office based*
• Training and support within this successful and expanding firm

What you need to do next:

If you are interested in being considered for this position then please email (url removed)

Thrive Group are acting as an employment business in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

PRmsth

Are you an experienced Financial Services Administrator looking to join a forward-thinking, client-focused financial planning firm? If you have a passion for providing exceptional support in pensions and investments, then Brook Street want to hear from you.

We are currently recruiting for a well-established financial planning who firm has built a strong reputation across Northern Ireland for delivering high-quality, tailored advice to personal and corporate clients. With a consistent track record of top-rated client feedback and industry recognition, they specialise in:

• Retirement Planning
• Cash Flow Modelling
• Investments & Protection
• Estate Planning
  

Their mission is simple: to help clients take control of their financial future through clear, proactive and expert guidance at every life stage.

The Role
As a Financial Services Administrator, you will play a vital role in supporting the advisory team by ensuring clients receive a seamless and efficient service.

Financial administrator (pensions and investments) duties as follows:

• Prepare Suitability Reports (new business)
• Prepare client review reports (pre and post)
• Prepare new business, including application forms and online provider systems
• Chase ongoing cases/outstanding LOAs and TOAs
• Place new plans on risk
• Liaise with policy providers and their systems to obtain data/research
• Ensure Compliance Procedures are adhered to at all times
• Ensure Data Protection and Confidentiality policy is adhered to at all times
• Ensure all compulsory, industry testing is completed within specified timescales
• Provide general support to the team and undertake any other duties as requested

Administrative Duties

To provide administrative support to team as follows:

• Provide general support to the team as a whole
• Preparation of client meeting folders/documentation
• Any other general administrative duties as required

Essential Criteria

• Minimum of 2 year's experience working in an administrative role within an Independent Financial Adviser (IFA) environment
• Solid understanding of pensions and investments
• High proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong attention to detail, organisational and analytical skills
• Knowledge of data protection regulations
• Clear and professional communication - written and verbal
• Ability to follow processes and take initiative when needed

Desirable:

• Experience using Xplan (or similar CRM/platform)

Your Personal Attributes

• Proactive, organised, and detail-oriented
• Able to work independently and as part of a collaborative team
• Strong multitasking abilities and time management
• Excellent grammar, spelling, and written communication

Benefits

• Competitive salary: 26,000 - 35,000 (based on experience)
• 20 days annual leave plus statutory holidays
• Market-leading pension scheme
• Private medical insurance
• Income protection and life cover
• Free on-site parking at both locations
• Supportive, people-first working environment with a strong team culture

If you're ready to bring your financial services experience to a firm that truly values its team and clients, apply today - click on the link and send the CV to Colleen Farquharson

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

Financial Services Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to 31,000 + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment?
Perhaps you have provided administration support to IFAs?
Interested in joining a growing firm that like to develop their staff?

Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients.
They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.

Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.

Day to day responsibilities include:

• Communicating with policy providers
• Submitting new business
• Facilitating the annual review process

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.

High level of experience in administration within a financial sector is required for this role.

For example:

• Has worked/working for an IFA
• Part of a technical team within a financial services company
• Administration role within pensions / investments / insurance
• Excellent IT skills in MS Word & Excel
• Professional telephone manner and superb customer service skills

Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.

Thrive Group are delighted to be working with our established Wiltshire based client who actively seek a Financial Services Administrator .

What you will be doing:

Supporting the team, you will be tasked with a range of administrative duties to include;

• Opening and preparing client files through to completion
• Client research, providing a range of information for the team
• Ensuring the CRM is updated
• Obtaining quotes from providers and other third parties
• Dealing with new and existing clients via phone and email

What you will need to succeed:

• Proven administrative experience gained within financial services is essential
• Excellent communication and customer service skills as you will be dealing with clients at all levels
• Effective time management and able to work in a deadline driven environment
• Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems

What you will receive in return :

• A competitive salary and benefits package
• Full-time Monday to Friday - 100% office based
• The chance to develop your career with a successful and forward-thinking firm
• Full training and professional study support

What you need to do next:

If this position sounds of interest and you would like to be considered, please contact Sarah Collins : (url removed)

Thrive Group are acting as an employment agency in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

INDTRO

Administrator (Financial Services)

25,000 - 30,000 + Hybrid + Pension + Parking + 34 Days Holiday + Bonus + Training

Edgbastonm, Birmingham

Are you an Administrator form a financial services background for a stable role in a business known for looking after their staff which will offer you a great working environment, 34 days holiday, hybrid working and the ability to earn an annual bonus?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for an admin to bolster their team.

Your role will involve assisting the advisers with their general admin. This will involve; Creating documents, answering the phone and assisting the client relationship managers with ad hoc admin.

This role would suit an Administrator with a financial services background looking to join a tight knit business that will offer you a hybrid role with a generous bonus, 34 days holiday and work life balance.

The Role

* Document creations
* Answering the phone
* Assisting the Client Relationship Managers with ad hoc admin
* 8:45-17:00 Monday to Friday

The Person

* Has worked in an Administration role
* Financial services background

Reference number: 22283

Key words: Admin, Finance , Asset, Pension, Bonds, ISA, Data, Advisors, Administrator, IFA, Practice, Birmingham.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Financial Services Administrator - Wealth Management (Hybrid Working)
Location: South of York

A well-established and forward-thinking wealth management firm based to the south of York is seeking a professional and detail-oriented Financial Services Administrator to join their growing team. This is a hybrid role offering flexibility around location and working arrangements.

The firm offers a highly attractive package and a supportive environment, with genuine opportunities for career development for those who are ambitious and committed to excellence.

Key Responsibilities:

• Provide administrative support to financial advisers and paraplanners
• Process new business applications and maintain accurate client records
• Liaise with providers and clients to ensure smooth onboarding and servicing
• Prepare documentation and reports for client meetings
• Ensure compliance with regulatory requirements and internal procedures

Ideal Candidate:

• Previous experience in financial services administration (IFA or wealth management environment preferred)
• Strong organisational and communication skills
• Proficient in using financial platforms and CRM systems
• Ability to work independently and as part of a team
• A proactive attitude and commitment to delivering high standards

What's on Offer:

• Hybrid working with flexibility around location
• Competitive salary (dependent on experience)
• Supportive team culture with opportunities for progression
• Exposure to a high-quality client base and professional environment

This is a fantastic opportunity for someone looking to build a long-term career in financial services within a firm that values its people and invests in their future.

RECfinancial are supporting a local Leicester well-established client, who are highly respected, as an independent wealth management firm.  In their search for a Financial Services Administrator to join their team.

This is an exciting opportunity for an experienced and motivated individual to join a business that prides itself on delivering exceptional client service, offering a supportive environment with genuine opportunities for career development. Working in a professional team environment with a supportive manager. 

Commutable from Leicester, Narborough, Loughborough, Enderby, Meridian Business Park, and Leicestershire

What is required as a Financial Services Administrator

As a Financial Services Administrator, you’ll provide vital Administration support to a team of Financial Advisers, ensuring the smooth running of the client journey from initial enquiry to ongoing service.  The role will be fast paced and suit an individual who possesses strong organisational and communication skills, with a solid understanding of administrative processes within the financial sector.

Your key responsibilities will include:

• Conducting research across a wide range of financial products and sectors
• Liaising with clients and providers to gather policy and plan information.
• Managing new business processing, including Letters of Authority and submitting applications.
• Maintaining accurate client records, pipeline tracking, and compliance documentation.
• Preparing pre-sale and post-sale reports and documentation.
• Supporting annual review meetings and monitoring client portfolios.
  Assisting with invoicing, trail fee monitoring, and client communications.
• Using systems such as Selecta Pension , FE Analytics , and internal CRM tools to support research and reporting.

What is ideal skillset for a Financial Services Administrator

• The ideal candidate will be an organised, proactive, and client-focused individual who thrives in a professional, fast-paced environment.

• Previous experience in a Financial Services or Wealth Management ideally pensions or mortgages within an administration role.
• Strong communication and relationship-building skills.
• High attention to detail and excellent organisational ability.
• Confidence working both independently and as part of a collaborative team.
• Good IT proficiency, including Office 365 and financial planning software.
• Working towards or interested in completing a Diploma in Financial Planning (DipPFS) – desirable but not essential.
  
  

In return our clients offer a long-term career opportunity in a reputable organisation, in a fantastic working environment.

On offer is the following:

• Salary £25,000k - £29,000k
• Company pension scheme
• 25 days annual leave your birthday off
• Option to buy additional holidays
• Enhanced family-friendly policies
• Cycle to work scheme
• Flexible benefits package

If you are interested in the Financial Services Administrator role for further information on this opportunity, please contact Tracey at  (url removed)  or call (phone number removed) on, (phone number removed). 

INDTB

Administrator (Financial Services)

25,000 - 30,000 + Hybrid + Pension + 34 Days Holiday + Bonus + Training

Birmingham

Are you an Administrator for a stable role for a Financial Services business known for looking after their staff which will offer you a great working environment, 34 days holiday, hybrid working and the ability to earn an annual bonus?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are going through a period of organic growth and are looking for a paraplanner to bolster their team.

Your role will involve assisting the advisers with their general admin. This will involve; Creating documents, answering the phone and assisting the client relationship managers with ad hoc admin.

This role would suit an Administrator looking to join a tight knit business that will offer you a hybrid role with a generous bonus, 34 days holiday and work life balance.

The Role

* Document creations
* answering the phone
* Assisting the Client Relationship Managers with ad hoc admin
* 8:45-17:00 Monday to Friday

The Person

* Has worked in an Administration role
* Looking for stability

Reference number: 22283

Key words: Admin, Finance , Asset, Pension, Bonds, ISA, Data, Advisors, Administrator, IFA, Practice, Birmingham.

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

Are you passionate about delivering exceptional client service? Do you thrive in a dynamic environment where you can make a real difference? If so, we have the perfect opportunity for you!

Job Title: Financial Services Administrator

Location: Wellington, Somerset

Contract Details: Permanent, Full Time

Hours: 8:45am - 5:15pm (1 hour for lunch)

Salary: Up to 35,000 PA (dependant on financial services experience level)

About Our Client:

Our client is a highly successful and reputable financial services organisation based in Wellington, Somerset. With their commitment to employee well-being and supporting long-term growth, they offer excellent career progression and development opportunities.

Benefits & Perks:

• Attractive salary of up to 35,000 per annum (dependent on experience)
• Annual company bonus scheme
• Generous annual leave allowance of 25 days, plus Bank Holidays
• Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture
• Conveniently located luxurious office
• Pension scheme for long-term financial security
• Friendly and highly welcoming team
• Impressive local reputation

The Role:

As a Financial Services Administrator, you will play a crucial role in providing exceptional administrative support to the Financial Consultants, maintaining excellent administration processes, and ensuring efficient service delivery.

Your Responsibilities:

Client Support & Servicing

• First point of contact for client queries via phone, email, and in person.
• Schedule meetings and manage Financial Consultants' diaries.
• Handle client admin queries and ensure follow-up actions are completed.

New Business Administration

• Prepare meeting packs and process applications accurately and compliantly.
• Manage documentation, policy details, and investment instructions.

Client Reviews

• Organise review meetings and prepare reports.
• Maintain compliant records and ensure timely follow-up and action implementation.

CRM & Admin Duties

• General admin support and record maintenance in Intelligent Office.
• Process client requests (e.g. surrenders, claims) and provide team cover.
• Escalate risks and contribute to team development and industry knowledge.

Skills & Experience

• Working knowledge of financial products and regulatory standards.
• Strong analytical thinking and attention to detail.
• Excellent organisation, time management, and ability to prioritise under pressure.
• Confident communicator with solid IT skills.

Approach & Mindset

• Committed to high standards and personal accountability.
• Positive, proactive team player with a supportive attitude.
• Calm and thoughtful problem-solver.

How to Apply:

If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). If you prefer to speak on the phone before applying, please call Georgie on (phone number removed).

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.