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Financial Services Administrator

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Brook-St Hiredonline

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Location:
United Kingdom

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Brook Street Recruitment are working on behalf of our city centre client to recruit a new full time and permanent Financial Services Administrator. Our client is a nationwide group of independent financial planners - the FSA hired will provide crucial support, managing client communications, ensuring compliance, and handling documentation for Wealth Planning

Job Responsibility:

  • Client Support & Communication: Acting as a point of contact for clients, answering telephones, managing email enquiries, and handling queries professionally
  • Documentation & Reporting: Preparing client review packs, valuation reports, and meeting documentation
  • System Maintenance: Updating and maintaining client data in back-office systems, such as [CURO] or [Intelliflo]
  • Compliance & Procedures: Ensuring all client files and transactions adhere to [FCA compliance guidelines] and company procedures
  • Office Support: Handling client enquiries via phone and email, managing mail, and scheduling
  • Systems Management: Utilising financial management systems
  • Compliance: Ensuring all files adhere to FCA (Financial Conduct Authority) guidelines
  • Provider Liaison: Requesting and obtaining illustrations, policy information, and fund values from product providers
  • Office Administration: Scanning, filing, managing mail, scheduling appointments, and maintaining a tidy office environment
  • New Business Processing: Submitting and tracking new business applications and monitoring switches

Requirements:

  • Previous experience in a wealth management or independent financial advisor (IFA) firm is essential
  • Proficiency in MS Office, strong attention to detail, and excellent communication skills.

Additional Information:

Job Posted:
May 13, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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