Financial Services Administrator
Posted 5 days ago by Get Recruited
£32,000 Per year
Undetermined
Hybrid
Bedale, England, United Kingdom
Summary: The Financial Services Administrator role involves providing comprehensive administrative support to advisers in a FCA-regulated financial planning firm. The position requires managing ongoing advice cases, preparing compliant documentation, and maintaining accurate client records. The ideal candidate will have a strong technical understanding of financial services and a proactive approach to case management. This is a full-time, permanent position based in Bedale, England, with hybrid working arrangements.
Key Responsibilities:
- Managing ongoing advice cases from start to completion
- Preparing and issuing compliant advice documentation within agreed service standards
- Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
- Supporting fund switches, top-ups, new business submissions and annual reviews
- Completing projections and technical calculations to assist adviser recommendations
- Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
- Tracking pipeline business and ensuring smooth workflow management
- Maintaining accurate, compliant client records in line with FCA requirements
Key Skills:
- Experience within FCA-regulated financial services (Desirable)
- Strong technical understanding of ongoing advice and regulated documentation
- High attention to detail and excellent organisational skills
- The ability to manage multiple cases and deadlines efficiently
- Confidence in producing detailed, accurate written documentation
- A proactive and collaborative approach
Salary (Rate): £32,000.00 yearly
City: Bedale
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Administrator (Financial Services) Location: St Helens Sector: FCA-Regulated Financial Services Full-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support. This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role You will play a key role in supporting advisers by:
- Managing ongoing advice cases from start to completion
- Preparing and issuing compliant advice documentation within agreed service standards
- Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
- Supporting fund switches, top-ups, new business submissions and annual reviews
- Completing projections and technical calculations to assist adviser recommendations
- Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
- Tracking pipeline business and ensuring smooth workflow management
- Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You We're looking for someone who has:
- Experience within FCA-regulated financial services (Desirable)
- Strong technical understanding of ongoing advice and regulated documentation
- High attention to detail and excellent organisational skills
- The ability to manage multiple cases and deadlines efficiently
- Confidence in producing detailed, accurate written documentation
- A proactive and collaborative approach
What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more.
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