Financial Services Administrator

Job Description:

Job Title:  Financial Services Administrator
Location: Leicester
Salary: £25,000 to £28,000

Type: Permanent

Company Overview

A well-established and highly respected independent financial advisory (IFA) practice is looking to appoint an experienced Financial Services Administrator for their Leicester office. This is a fantastic opportunity for a professional with a background in financial services administration to join a client-focused organisation known for delivering trusted financial advice.

Role Overview

As a Financial Services Administrator, you will play a key role in supporting advisers and ensuring the smooth day-to-day running of operations. You will work closely with clients, providers and internal teams to progress cases efficiently and maintain excellent service standards.

Key Responsibilities:

• Provide comprehensive administrative support across protection, pensions and investment cases.
• Progress cases by liaising with advisers, providers and third parties.
• Prepare client documentation and suitability reports.
• Deliver excellent client service, responding to queries and resolving issues promptly.
• Produce documents and spreadsheets using Microsoft Word, Excel and Outlook.
• Assist colleagues with process improvements to enhance efficiency.
• Ensure all work complies with financial services regulations and company standards.

About You

We’re looking for a proactive, driven individual who thrives in fast paced environments.

Requirements:

• Minimum 2 years’ experience in financial services administration.
• Good understanding of processes within mortgages, pensions, investments and/or protection.
• Competency with Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Strong organisational skills and ability to manage multiple priorities.
• Excellent communication and interpersonal skills.
• High attention to detail and ability to meet deadlines in a busy environment.

What’s in It for You?

• Competitive salary
• Supportive and collaborative working environment
• Opportunity to develop within a respected IFA firm

Next Steps 

Apply to this Financial Services Administrator role through this advert. If you would like more information about this role, please contact Chloe Raitt in our Commercial team on (phone number removed) 

If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days, please assume that you have not been successful. We will, however, retain your application for any future roles for which you may be suitable. 

About Regional Recruitment 

This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors. 

To explore more roles available across the UK, please visit (url removed) 

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