Financial Services Administrator Jobs

Financial Services Administrator

6-month maternity cover contract starting mid-January 2026. Supporting a Financi...

Location

United Kingdom , Colchester

Salary:

28000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Must drive and have access to a vehicle due to the location of the business
Organised and proactive
Confident and detail-oriented professional

Job Responsibility

Managing Advisers' diary
Arranging review meetings with prospect & current clients
Producing annual client reports for meetings
Running Adviser's back-office system
Being the main point of contact for clients, both face to face and virtually on behalf of Adviser
Sending Letters of Authorities for clients to the relevant providers and collating required information on plans and policies
Ensuring smooth running of the office on behalf of the Adviser including stationery checks, managing incoming and outgoing post

What we offer

Potential for contract extension after 6-month period

Fulltime

Financial Services Administrator

As a Financial Services Administrator, you will play a crucial role in providing...

Location

United Kingdom , Wellington

Salary:

35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Working knowledge of financial products and regulatory standards
Strong analytical thinking and attention to detail
Excellent organisation, time management, and ability to prioritise under pressure
Confident communicator with solid IT skills
Committed to high standards and personal accountability
Positive, proactive team player with a supportive attitude
Calm and thoughtful problem-solver

Job Responsibility

First point of contact for client queries via phone, email, and in person
Schedule meetings and manage Financial Consultants' diaries
Handle client admin queries and ensure follow-up actions are completed
Prepare meeting packs and process applications accurately and compliantly
Manage documentation, policy details, and investment instructions
Organise review meetings and prepare reports
Maintain compliant records and ensure timely follow-up and action implementation
General admin support and record maintenance in Intelligent Office
Process client requests (e.g. surrenders, claims) and provide team cover
Escalate risks and contribute to team development and industry knowledge

What we offer

Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team

Fulltime

Financial Services Administrator

Are you an organised and proactive administrator looking to build your future in...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven admin experience in a professional setting
Excellent attention to detail and organisational skills
Friendly and confident communicator
Tech-savvy and comfortable with databases and systems
Reliable, adaptable, and well-presented

Job Responsibility

Handling client enquiries with professionalism and empathy
Processing financial applications and tracking progress
Liaising with providers and third parties to ensure timely updates
Maintaining accurate records using internal systems
Supporting consultants with documentation and case management
Assisting with meeting coordination, post, and general office duties

What we offer

Pension Contributions
Extra Time Off
Professional Growth
Warm Welcome
Recognition & Rewards
Wellbeing Matters
Modern Facilities
Supportive Culture

Fulltime

Financial Services Administrator

We are seeking a talented administrator to join our award-winning client in the ...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in administration
Meticulous attention to detail and accuracy
Organised and self-motivated
Exceptional customer service skills with a flexible and adaptable approach
IT literate
Personable, presentable, and punctual
Excellent communication and interpersonal abilities

Job Responsibility

Efficiently handling all client enquiries
Preparing refreshments for client and company meetings
Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process
Liaising with providers to ensure seamless service delivery
Competently using various software packages for data entry and monitoring the company client database
Providing efficient client relations support through regular communication
Coordinating and implementing office procedures with the Head of Client Relations
Sorting and distributing incoming post and organising outgoing post
Booking meeting rooms and conference facilities as needed

What we offer

Generous Pension Scheme
Generous annual leave package including additional days off for your birthday and Christmas
Professional Growth Opportunities: Study support provided both financially and with time to study during the working day
Comprehensive Induction Programme
Annual Salary Review
Annual Bonus Scheme
Employee Assistance Program
Supportive Company Culture with Excellent Values
Modern, bright, open-plan, and luxurious offices
Impressive staff room and fully equipped gym with showers and changing room facilities

Fulltime

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...

Location

United Kingdom , Taunton

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable
Administrative experience ideally within financial or professional services

Job Responsibility

Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed

What we offer

Competitive pension scheme with generous contributions
Additional leave for birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to confidential Employee Assistance Programme
Bright offices with gym, showers, and welcoming staff room

Fulltime

Business Support Assistant - Financial Services

We are seeking a detail-oriented and proactive Financial Services Administrator ...

Location

United Kingdom , Stirling

Salary:

24000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in financial services or wealth management
Experience of using Salesforce, Apus or similar CRM systems (desirable)
Strong organisational and multitasking abilities
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite and financial software
Attention to detail and high level of accuracy
Ability to work independently and as part of a team

Job Responsibility

Assist clients with account inquiries, transaction processing, and service requests
Prepare, review, and maintain client documentation
Accurately input client data into financial systems and generate reports
Schedule and coordinate client meetings and events
Ensure compliance with industry regulations and company policies
Perform general administrative tasks

Fulltime

Customer Services Administrator

Temporary Customer Services Administrator role with a leading specialist in fina...

Location

United Kingdom , Orpington

Salary:

13.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Strong customer service background
Excellent communication skills with ability to remain calm under pressure
Strong attention to detail and proficiency in MS Office
Results-driven mindset with excellent time management skills
Ability to adapt to fluctuations in workload and work effectively as part of a team

Job Responsibility

Engaging with customers and prospects to provide product information and support through application process
Building relationships with customers, answering queries, and addressing new product and renewal inquiries
Processing new business applications and ISA transfers while ensuring timelines and quality standards are met
Handling inbound and outbound calls with accuracy and professionalism
Maintaining detailed records through data input and scanning of correspondence
Collaborating with Field Team to enhance knowledge of Police affinity group
Assisting with service improvement initiatives and additional duties assigned by CEO

Fulltime

New

Operation Executive - Financial Services

We are hiring for a leading financial services company seeking a highly motivate...

Location

Hong Kong , Hong Kong

Salary:

18000.00 - 25000.00 HKD / Month

Randstad

Expiration Date

January 03, 2026

Requirements

Bachelor's Degree in Business, Finance, Administration, or any related discipline
Prior office or administrative experience is a plus, but fresh/recent graduates are very welcome
Experience handling specific financial product-related cases will be favorably considered
Highly conscientious, possessing excellent attention to detail and a strong sense of accuracy
Proactive, independent, and self-motivated with strong problem-solving and interpersonal skills
Excellent command of both written and spoken English and Cantonese is required
Proficient in MS Office suite (Word, Excel, and PowerPoint)

Job Responsibility

Process Execution & Compliance: Perform daily administrative tasks necessary for the initiation and maintenance of client products and services, ensuring strict adherence to all internal guidelines and regulatory standards
Workflow Coordination: Act as a critical liaison between internal stakeholders, administrators, and international service centers to manage new accounts, renewals, amendments, and service requests efficiently
Case Management & Resolution: Handle, examine, and resolve various client cases according to established company philosophies and operational guidelines, focusing on ensuring fair and timely outcomes
Stakeholder Communication: Professionally manage inquiries and requests from external partners and clients regarding product administration, account status, and specific cases
Operational Improvement: Proactively identify areas for process enhancement, provide constructive feedback on operational bottlenecks, and assist in maintaining and updating crucial procedural documentation (SOPs)
System Testing: Participate in the user acceptance testing (UAT) for new business processes and technological system rollouts

Financial Services Administrator

DiverseJobsMatter

Location:
United Kingdom , Swansea

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 26, 2025

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DiverseJobsMatter

Location:United Kingdom , Swansea

Category:Finance

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 26, 2025

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Job Posted:
December 26, 2025