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Financial Services Administrator

£18000 - £19000 plus amazing benefits

Our client is a well-known and established Financial Advisory firm who have offered Independent Financial Advice for more than 40 years.

The company provide holistic, tailored Financial Advice to both individual and corporate clients across the United Kingdom.

They are looking to recruit an Administrator to join the team to provide a professional service that will support the day-to-day operation of the office, working alongside the Adviser Support Team.

You will provide an effective and efficient service to contribute to the smooth running of the office by providing a high quality, proactive and professional mailroom and scanning service

This is a great opportunity to become part of a busy administration team and begin a rewarding career within Financial Services



  • Document scanning and handling post
  • To provide a professional, efficient reception service for both internal and external clients
  • To sort, collate and distribute all incoming mail and courier parcels into bundles for scanning or delivery. Arrange external courier services, as required
  • To prepare and scan all necessary documents into internal document management system
  • To ensure that high priority incoming and outgoing mail is processed in accordance with its priority level
  • To perform regular quality checks resolving any issues with both hard copy and electronic postal scanning systems and redirect inaccurately addressed mail to correct recipient
  • To organise the catering for internal and external functions
  • To order stationary in line with office requirements
  • To greet and collect clients from the main reception
  • To support administrators and other colleagues with general administration work adhering to the relevant internal service standards
  • To process incoming client queries received from and relating to, ensuring all appropriate action is taken in accordance with instructions received and internal policies and procedures
  • To develop and maintain good working relationships with clients, advisers, administrators, , product providers and colleagues throughout the Company


About You


  • Educated to GCSE, (O Level or equivalent standard, to include Maths & English)
  • Office based administration experience with a focus on customer service, preferably within the Financial Services Industry
  • CF1 or equivalent Financial Services qualification would be desirable
  • Competent IT knowledge and accurate keyboarding skills
  • Excellent communicator, both oral and written
  • Strong interpersonal skills, a team player
  • Experience of working to targeted service standards
  • Proven track record in delivering customer satisfaction
  • Ability to organise and prioritise workload
  • Adaptable/flexible approach to work within a changing environment




  • Initial holiday entitlement of 25 days plus bank holidays
  • An extra day off on your birthday!
  • Participation in the Company’s Flexible Benefits Scheme
  • Contributory Pension Scheme
  • Death in Service - 4 x basic salary
  • Training and professional qualification support
  • Opportunities for career progression
Employment type: 
Employed (Full Time)
Reference Number: