Financial Services Administrator
  • England,West Midlands,Warwickshire
  • Full Time, Permanent
  • £25,000 - £30,000 per annum
Job Description:
Full job descriptionJob Title: Financial Services Administrator
Contract: Permanent
Salary: Circa £25,000 - £30,000 per annum
Hours: Monday to Thursday 09:00 – 17:00 (1hr lunch break)
Friday 08:30 – 16:00 (30-minute lunch break)
Location: Henley-in-Arden with hybrid working
Benefits: 25 days holiday plus bank holidays (including Christmas & New Year office closure), 5% employer pension contribution (3% employee), Death in Service benefit, Cashback healthcare scheme, Free on-site, secure parking, Hybrid working, enjoy a mix of office collaboration and home-based focus time, Support for professional qualifications and ongoing career development.

Tirebuck Recruitment is delighted to be exclusively recruiting for a Financial Services Administrator on behalf of a well-established and respected organisation in Henley-in-Arden.

Looking for a role where your organisational skills, attention to detail, and ability to get things done are truly appreciated? Whether you’re an experienced financial services administrator ready for your next challenge or a highly competent administrator from another sector who can hit the ground running, this could be the perfect career move for you.

Join a friendly, professional team where you’ll work closely with expert Financial Advisers, supporting them in delivering outstanding service to clients. You’ll enjoy a varied workload, hybrid working, excellent benefits, and the opportunity to grow your skills in a supportive, people-focused environment.

What you’ll be doing:
*Providing comprehensive administrative support to Financial Advisers across investments, pensions, protection, and tax planning.
*Managing client queries with professionalism and care.
*Liaising with product providers and third parties to obtain accurate information.
*Preparing documentation, reports, and review packs.
*Maintaining meticulous client records in line with FCA compliance and company policies.
*Ensuring processes run smoothly, even during busy periods or staff absence.
What we’re looking for:
*Previous experience in financial services administration is preferred, but we will consider exceptional administrators from other professional sectors.
*Strong attention to detail and high levels of accuracy.
*Confident IT skills, including Microsoft Word, Excel, and Outlook (experience with Intelliflo is an advantage, but training is provided).
*Excellent communication skills, both written and verbal.
*A proactive, organised approach with the ability to prioritise tasks and meet deadlines.
*A genuine team player who enjoys contributing to a supportive working culture.
If you’re looking for a role where your expertise is recognised, your growth is supported, and your work genuinely matters, we’d love to hear from you. Apply today and take the next step in your career.

If successful, one of our consultants will be in touch via phone or email for a confidential conversation about your experience, skills and suitability for the role. Please check your spam folder for any missed communication from us and ensure your contact details on your CV are up to date.
Job number 3939564

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Company Details:
Tirebuck Recruitment
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