Full job descriptionFinancial Services Administrator-
Location: Leicester (Office-based)
About the Role
An established and growing financial services organisation is seeking a proactive and detail-oriented Administrator to join its busy team in Leicester. This is a fantastic opportunity for someone looking to build a long-term career within financial services while gaining exposure to pensions, investments, and client servicing.
You will play a key role in supporting Financial Advisers, Paraplanners, and the wider administration team by delivering high-quality administrative and client support across a variety of cases.
Key Responsibilities
*Answering incoming telephone calls and handling client queries professionally
*Meeting and greeting visitors to the office
*Supporting business processing by liaising with providers and platforms
*Maintaining accurate and up-to-date client records and financial plan information
*Assisting with portfolio valuations and producing client reports
*Processing new business applications and dealing instructions across multiple platforms
*Producing clear and professional client correspondence
*Preparing review packs and key documentation (including scanning, collating, and mail merges)
*Communicating with clients to schedule meetings and provide updates
*Supporting the team on ad hoc projects and general administrative duties
About You
*Minimum 2 years’ administrative experience
*Strong organisational skills with the ability to prioritise workload
*Excellent written and verbal communication skills
*Proficient in Microsoft Office and Outlook
*Experience using back-office systems/databases
*A proactive attitude with a willingness to learn
*Strong team player with a client-focused mindset
*Able to work accurately under pressure and to deadlines
*Committed to confidentiality and data security