Financial Services Administrator

  • Location
    Colchester, Essex
  • Category
    Financial Services - Other Financial Services
  • Contract Type
  • Salary
    £ 25000 - £ 30000 / Year
  • OrganizationType

Financial Services Administrator
£25k-£30k per annum, DOE
Colchester, Essex

Monday-Friday, 9am-5pm

My client, a successful financial advisors' is currently seeking a Financial Services Administrator to join their support team to provide pre and post-sales support to the Financial Advisers, ensuring that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the company.

The ideal candidate would love all things admin, supporting and working as part of a team.

Providing a high level of support to clients in an efficient, compliant and professional manner, your duties will include:

Key Responsibilities:

  • Answering the telephone

  • Sorting and distributing post

  • Submitting new business and tracking through to completion

  • Obtaining illustrations, key features and application forms from Platforms & Providers as required

  • Compiling client meeting packs containing documentation such as, but not limited to,

valuations, client agreements, fact finds, risk questionnaires and profiles for the Adviser to use at client meetings

  • To post client documentation to the client or product providers as appropriate

  • To issue signed letters of authority to providers and obtain standard policy information to then update client policy records on receipt of the information using Intelligent Office

  • Accurately maintaining client personal details and policy information

  • Dealing with and responding to written, telephone and electronic general enquiries for Advisers, colleagues, clients and providers

  • Providing clients with timely and accurate information and obtaining any new business information and existing policy information from clients where required

  • Maintaining relationships and contacts with providers to ensure a professional service


  • Previous financial services admin experience required

  • Computer literate in Microsoft Office and other applications

  • Excellent communication skills, both written and verbal

  • Client-centric approach

  • Organised and highly motivated

  • Good levels of industry knowledge

  • Good attention to detail

  • Accurate data entry and record-keeping skills

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 Charlotte Sayer