Financial Services Administrator – Hybrid Working

About the role

Our client, a UK‑wide independent financial advice firm, is looking for a Financial Services Administrator to support a busy team of advisers in Cirencester. The role is hybrid, offering a mix of office and home‑based work, and focuses on delivering high‑quality client service and administrative efficiency.

Key responsibilities

• Process new business applications and associated paperwork through to submission.
• Carry out client identity verification checks where required.
• Chase applications, transactions and client requests to completion.
• Maintain accurate client and plan records using the Intelligent Office system.
• Manage client transactions, cash holdings and trades on provider platforms as instructed.
• Prepare quotations, applications and supporting documentation for adviser client meetings.
• Respond promptly to queries from clients, providers and advisers.
• Handle incoming calls and direct enquiries appropriately.
• Process and manage policy and claims through to completion.
• Complete ad‑hoc tasks and duties assigned by senior management.

Required profile

• Strong communication skills with a focus on client satisfaction.
• Ability to work collaboratively and use initiative effectively.
• Attention to detail and commitment to following company procedures.
• Willingness to adhere to health and safety and core company values.

Required skills

• Proficiency with the Intelligent Office system.

What we offer

• Salary £28,000‑£30,000 per year.
• 25 days holiday plus holiday trading.
• Day off for birthday.
• Free parking.
• Pension scheme.
• Income protection, life cover and health cash plan.