Financial Services Administrator

Financial Services Administrator

Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes?

A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.

🎉 What's in it for you?

We believe in investing in our people and helping them thrive. In return, the Financial Services Administrator will get:

✅ Competitive salary
✅ Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option
✅ Study support and opportunities to develop your skills
✅ Healthcare support
✅ Pension scheme
✅ Cycle to work scheme
✅ A supportive team culture
✅ Career progression and recognition

💼 What will you be doing as a Financial Services Administrator?

You'll play a key role in supporting advisers and ensuring clients receive an efficient, professional service. Your responsibilities will include:

• Processing new business applications across pensions, investments and protection products.
• Managing Letters of Authority and liaising with providers.
• Preparing client review packs and supporting ongoing client servicing.
• Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
• Maintaining accurate client records and keeping cases moving within agreed timescales.
• Supporting transfers, withdrawals, fund switches and other client administration.
• Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.

👀 Who are we looking for?

We're looking for someone who is proactive, professional and takes pride in getting the details right.

Ideally, you'll have:

• Previous experience in financial planning, wealth management or an IFA environment.
• A good understanding of financial services administration.
• Experience with KYC and AML checks.
• Excellent organisational and communication skills.
• The ability to manage competing priorities while maintaining accuracy.
• Knowledge of pensions, investments and protection products.

Experience with Intelligent Office, Xplan or similar back-office systems would be an advantage.

If you're looking for a role where your skills are valued, your development is supported and your contribution makes a difference, and you think you could be our next Financial Services Administrator we'd love to hear from you!

COG LTD are acting as an employment agency

This is a summary of a vacancy from the advertiser. Read the full job description and apply →