Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for six consecutive years to 2025.
At Douglas Steers and Company, we are dedicated to helping our clients achieve their financial goals through expert advice, strategic planning, and personalised financial solutions. We pride ourselves on fostering a collaborative and supportive environment, valuing every team member’s contribution while promoting continuous professional development.
Position Overview:
We are seeking an experienced Financial Services Administrator to join our support team. The successful candidate will play a crucial role in supporting financial advisers and ensuring smooth operations within the team. This position involves administrative, data analysis and compliance related tasks to facilitate efficient practices related to securing new business.
Key Responsibilities will include but are not limited to:
- Assisting in the preparation and organisation of client files, including on-boarding administrative tasks for new clients.
- Ensuring files remain compliant.
- Supporting financial advisers with research, data analysis, and product comparisons to aid in making informed recommendations.
- Communicating with product providers to acquire relevant client policy details and ensuring accurate data entry.
- Maintaining and updating electronic client files to ensure they are complete and organised.
- Managing client valuations, illustrations, and review reports, ensuring accuracy and clarity.
- Coordinating with external parties to gather necessary information and ensuring timely follow-up to resolve any outstanding matters.
About You:
- A strong work ethic and commitment to delivering high-quality results.
- Confident working in a fast-paced, professional environment and managing multiple priorities.
- Able to work both independently using your initiative and collaboratively as part of a team.
- Highly organised and methodical with a strong ability to manage tasks effectively.
- Exceptional attention to detail, ensuring accuracy in all aspects of work, particularly with data management.
- Excellent communication skills, able to maintain and develop professional relationships with clients and colleagues.
- Capable of working to tight deadlines and under pressure, ensuring tasks are completed on time.
- Previous experience within a Financial Planning firm is highly desirable, demonstrating industry knowledge and expertise.
Essential Skills and Experience:
- Strong technical expertise across investments, retirement planning, protection
- A highly experienced platform/operations professional with strong pensions and transfer knowledge
- Pensions & wrapper knowledge – SIPPs, ISAs, drawdown, transfers
- Processing experience – High-volume transactions, transfers, deceased/complex cases
- Experience writing Suitability Reports
- Excellent communication skills with daily adviser interaction
- Strong Regulatory Awareness
Benefits:
- 33 days holiday (including bank holidays)
- No weekends
- Christmas Closure
- Expanding business and opportunities for career growth
- Company events
- Wellbeing support
- Cycle to Work scheme (after 2 years)
- Birthday off (after 2 years)
What next?
If you are passionate about helping individuals and families achieve their financial goals, eager to take the next step in your career, and believe you have the skills and experience to thrive in this role, we'd love to hear from you!
Douglas Steers & Company is an equal opportunity employer and is committed to fostering an inclusive, diverse, and respectful work environment for all employees.
Job Types: Full-time, Permanent
Pay: £28,000.00 per year
Benefits:
- Company pension
- Free parking
Work Location: In person
