Financial Services Administrator

About the role

This position supports a fast‑paced, client‑focused financial services team, helping advisers deliver a high‑quality experience. You will manage client servicing, assist with onboarding, and ensure smooth day‑to‑day operations.

Key responsibilities

• Manage ongoing client servicing tasks, review cycles and follow‑up activities for an allocated client segment.
• Support financial advisers with meeting preparation, case management and client communications.
• Respond to client queries via email and telephone promptly and professionally.
• Maintain accurate client records in the CRM system (Salesforce) and ensure data integrity.
• Assist with new client onboarding and ongoing servicing processes.
• Ensure all activities comply with regulatory and internal standards.
• Provide general administrative support to keep operations running smoothly.

Required profile

• Previous experience within financial services is essential.
• Excellent organisation, communication and time‑management abilities.
• High attention to detail and accuracy.
• Ability to manage a busy workload, prioritise effectively and remain calm under pressure.

Required skills

• Experience using CRM systems, preferably Salesforce.
• Strong proficiency with Microsoft 365 applications.

What we offer

• Salary range £27,000‑£33,000 per annum.
• 25 days holiday plus Bank Holidays.
• 8% employer pension contribution.
• Enhanced sick pay, death in service benefit.
• Cycle‑to‑work scheme and full study support.
• Opportunities for professional development and career progression.