Financial Services Administrator
A Financial Services Administrator is the central support within a financial advice practice, ensuring clients receive a smooth, professional and well‑managed experience. This is a fast‑paced role involving direct client contact, case progression and coordination with advisers, lenKey Responsibilities
- Client communication -Speaking with clients by phone and email, answering queries, providing updates and ensuring they feel supported throughout their financial journey.
- Processing new business - Submitting applications, maintaining accurate records and progressing cases in line with FCA requirements.
- Handling client queries - Responding promptly and professionally to questions about policies, valuations, mortgage progress and protection cases.
- Producing switch letters - Preparing clear, compliant and accurate switch letters for investment or pension changes.
- Mortgage application processing - Packaging mortgage cases, checking documentation, submitting applications and liaising with lenders to keep everything moving.
- Liaising with solicitors - Coordinating updates, chasing progress and ensuring legal aspects of mortgage and protection cases stay on track.
- Producing valuations - Generating investment, pension and policy valuations using provider platforms and internal systems.
- Compliance and FCA standards- Ensuring all documentation and processes meet regulatory expectations.
Why This Role Stands Out
You become the main point of contact for clients, helping them navigate mortgages, investments, pensions and protection. You work closely with advisers, paraplanners, lenders and solicitors, gaining exposure to the full financial advice process. Every day is varied, and your work directly shapes the client experience.
Ideal Candidate
- Confident communicator with a professional manner
- Strong attention to detail
- Able to manage multiple tasks in a busy environment
- Comfortable using provider platforms and CRM systems
- Motivated by helping clients and supporting advisers
- Keen to progress within financial services
Progression Opportunities
This role provides a strong foundation for future development into paraplanning, compliance, client relationship management or mortgage administration specialisms.
Pay: £25,420.00-£27,000.00 per year
Benefits:
- Company pension
- On-site parking
Work Location: In person
