Financial Service Administrator – Entry Level

About the role

This entry‑level position supports a fast‑growing wealth‑management firm. You will work closely with financial advisers and paraplanners, providing essential administrative assistance in a hybrid environment.

Key responsibilities

• Provide day‑to‑day administrative support to Financial Advisers and Paraplanners.
• Process new business applications across pensions, investments and protection products.
• Liaise with product providers and third‑party services to progress client cases.
• Prepare client documentation, review packs and maintain accurate records in back‑office systems such as Intelliflo.
• Manage client correspondence, queries and follow‑ups, ensuring compliance with FCA regulations.

Required profile

• School leaver with GCSEs or equivalent.
• Strong organisational ability and meticulous attention to detail.
• Confident communicator with a professional, client‑focused attitude.
• Capable of handling multiple tasks and meeting deadlines in a fast‑paced environment.

Required skills

• Proficiency in Microsoft Office applications.
• Experience or familiarity with Intelliflo or similar back‑office systems.

What we offer

• Hybrid working model (office and remote).
• Competitive salary up to £25,000.
• Opportunity to develop a career in wealth management and financial services.