Financial Services Administrator

About the role

The Financial Services Administrator will provide comprehensive administrative support to a portfolio of clients within a growing financial services firm. Working from the Colchester office with flexible hybrid options, you will help ensure smooth client interactions and accurate record‑keeping.

Key responsibilities

• Manage client appointments, diaries, email correspondence and task lists.
• Liaise with fund and ceding scheme providers to gather required client information.
• Transcribe dictation, prepare meeting notes and maintain client records in CRM systems.
• Process EBS applications, protection plans and client illustrations.
• Produce review letters, reports and documentation for client meetings.
• Maintain data accuracy in Salesforce and internal systems.
• Organise client and internal events as needed.
• Meet service level expectations and support team members.

Required profile

• Proven experience in financial services administration, preferably with SJP.
• Strong organisational and time‑management abilities.
• Excellent written and verbal communication skills.
• Ability to handle multiple client tasks and portfolios efficiently.
• Proactive, team‑oriented attitude with a focus on high‑quality client service.

Required skills

• Salesforce
• SJP platform

What we offer

• Salary between £25,000 and £31,000 per year.
• Pension scheme.
• Private healthcare.
• Flexible working – 2–3 days remote per week.
• Clear career progression and ongoing training.