Financial Services Administrator

  • Location
    City Of London, Greater London
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
    Permanent
  • Salary
    £ 25000 - £ 28000 / Year
  • OrganizationType
    Home/Office

WOW FACTOR:


Are you looking for an opportunity to join a global Financial Services company in the heart of the City? We are looking to speak with individuals who are wanting to kick start their career within the Finance sector, experience within an administration position is essential!



  • Exclusive Benefits: Study support offered alongside working

  • Progression Opportunities within the Finance Sector

  • Part of a relaxed, friendly, and inclusive team, where everyone is extremely hardworking and achieves their daily goals in a timely manner.

  • Hybrid working between home and office


JOB ROLE: Financial Services Administrator

JOB TYPE: Permanent

INDUSTRY: Financial Services


HOURS: 09.00am - 17.30pm


SALARY: £25,000 - £28,000* Depending on experience


LOCATION: Walking distance from Monument station.


DUTIES INCLUDE BUT ARE NOT EXCLUSIVE TO:



  • Ensuring that all client contact is carried out in a professional and courteous way

  • Answer telephone calls: transfer caller to the correct person or take accurate messages and pass to the relevant person

  • Meet and greet office visitors

  • Manage meeting room bookings as required

  • Communicate with providers by email, letter, or telephone

  • Check and input protection applications via the provider's website

  • Follow up/chase New Business by contacting the relevant provider; inform the advisor of progress and keep the advisor always informed

  • Check New Business submissions from advisers including relevant documentation

  • Prepare invoices and issue to adviser/client for payment to be made

  • Liaise with providers for outstanding statements, deal with queries


SKILLS, EXPERIENCE AND ATTRIBUTES REQUIRED:



  • A minimum of 2 years' experience in an administration support role (within Financial Services is advantageous)

  • Ideally experience supporting and working with Advisers/Brokers/Providers in a corporate setting

  • An understanding of the provision of financial advice to clients in a compliant manner

  • Excellent communication skills, both verbal and written

  • The ability to work under your own initiative with strong organisation skills

  • The ability to work under pressure, prioritising your own workload

  • Outstanding attention to detail, able to always maintain confidentiality

  • Client service focused

  • Knowledge of financial services products (life, pensions, investments, mortgages etc) and IFA back-office systems is required

  • Awareness of data protection, money laundering/financial crime/internet security measures

  • Good level of computer literacy with Microsoft Office knowledge and awareness of the use of databases


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Jessica Cowling