Financial Services Administrator

Role Overview

• Submitting new business across a range of platforms and providers
• Processing pensions, ISAs, investments, and other financial planning products
• Managing applications from submission through to completion
• Liaising with platforms and product providers (rather than clients)
• Using back‑office systems to maintain accurate records and workflows
• Chasing outstanding requirements and resolving queries
• Supporting Financial Planners with technical and administrative business processing tasks
• Ensuring accuracy, compliance, and consistency across all submissions

Requirements

• Experience in financial services administration, with a focus on business processing / submissions
• IO back‑office experience desirable
• Comfortable working with platforms such as:
• Aegon
• AJ Bell
• Quilter
• Backgrounds that could work particularly well:
• Platform or provider roles
• Investment / platform administration teams
• Technical IFA admin or processing-only roles
• Highly detail‑oriented with strong organisational skills
• Prefers operational, system‑driven work with minimal client contact

Benefits

• Competitive salary
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave + public holidays
• Buy and sell holidays up to 5 days
• Office Christmas close (3-days)
• A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
• Hybrid working
• Further education and training support
• Discretionary performance related bonus
• Confidential Employee Assistance Programme
• 2 days per year for voluntary work
• And lots of flexible benefits to choose from!