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Financial Services Administrator
Job Posted: 16 hours ago
Salary: £ 25,000 - 29,000 / Annum
Job Type: Permanent
Location: Leicester, Leicestershire, East Midlands
Expire in: a month
Job Description
RECfinancial are supporting a local Leicester well-established client, who are highly respected, as an independent wealth management firm. In their search for a Financial Services Administrator to join their team.
This is an exciting opportunity for an experienced and motivated individual to join a business that prides itself on delivering exceptional client service, offering a supportive environment with genuine opportunities for career development. Working in a professional team environment with a supportive manager.
Commutable from Leicester, Narborough, Loughborough, Enderby, Meridian Business Park, and Leicestershire
What is required as a Financial Services Administrator
As a Financial Services Administrator, you’ll provide vital Administration support to a team of Financial Advisers, ensuring the smooth running of the client journey from initial enquiry to ongoing service. The role will be fast paced and suit an individual who possesses strong organisational and communication skills, with a solid understanding of administrative processes within the financial sector.
Your key responsibilities will include:
Conducting research across a wide range of financial products and sectors
Liaising with clients and providers to gather policy and plan information.
Managing new business processing, including Letters of Authority and submitting applications.
Maintaining accurate client records, pipeline tracking, and compliance documentation.
Preparing pre-sale and post-sale reports and documentation.
Supporting annual review meetings and monitoring client portfolios.
Assisting with invoicing, trail fee monitoring, and client communications.
Using systems such as Selecta Pension, FE Analytics, and internal CRM tools to support research and reporting.
What is ideal skillset for a Financial Services Administrator
The ideal candidate will be an organised, proactive, and client-focused individual who thrives in a professional, fast-paced environment.
Previous experience in a Financial Services or Wealth Management ideally pensions or mortgages within an administration role.
Strong communication and relationship-building skills.
High attention to detail and excellent organisational ability.
Confidence working both independently and as part of a collaborative team.
Good IT proficiency, including Office 365 and financial planning software.
Working towards or interested in completing a Diploma in Financial Planning (DipPFS) – desirable but not essential.
In return our clients offer a long-term career opportunity in a reputable organisation, in a fantastic working environment.
On offer is the following:
Salary £25,000k - £29,000k
Company pension scheme
25 days annual leave your birthday off
Option to buy additional holidays
Enhanced family-friendly policies
Cycle to work scheme
Flexible benefits package
If you are interested in the Financial Services Administrator role for further information on this opportunity, please contact Tracey at or call (phone number removed) on, (phone number removed).
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