Financial Services Administrator (Office-Based)

About the role

We are seeking a proactive, detail‑oriented Financial Services Administrator to join our friendly, professional team in Pill, South West England. The role is office‑based, full‑time, and offers the chance to support advisers and ensure smooth operations behind the scenes, from preparing client documentation to liaising with providers.

Key responsibilities

• Prepare and organise paperwork for client meetings.
• Submit applications and process new business.
• Manage and update client information in internal systems.
• Liaise with clients and providers via phone and email.
• Answer non‑advice‑based client queries.
• Support advisers with research and quotations.
• Chase providers for information and progress updates.
• Produce reports and maintain accurate records.
• Assist with a variety of administrative and operational tasks.

Required profile

• Highly organised with strong attention to detail.
• Confident written and verbal communicator.
• Proactive and able to work independently.
• Comfortable managing multiple tasks and priorities.
• Team player with strong relationship‑building skills.
• Previous administration experience, preferably in a financial services environment.

Required skills

• Proficiency with Microsoft Office.

What we offer

• Friendly and supportive team environment.
• Opportunity to build a career within financial services.
• Varied and interesting workload.
• Stable, office‑based role with flexibility for a 4‑day week.