Our client is seeking an experienced Financial Services Administrator to join their team. In this role, you’ll support a Consultant by managing and administering a portfolio of pension and personal wealth clients, ensuring their financial affairs are handled smoothly and efficiently.

This is a fantastic opportunity for a professional with a strong financial services background, excellent attention to detail, and a proactive mindset to take their career to the next level while working closely with a senior consultant.

Experience:

• Minimum 5 years’ experience in a financial services role.
• Strong understanding of pensions, personal wealth, and complex client portfolios.
• Previous experience supporting senior consultants or leadership teams is advantageous.

Skills

• Excellent communication and interpersonal skills, with the ability to engage at all levels.
• High attention to detail, with a proactive approach to resolving client issues.
• Strong organisational skills, able to prioritise and manage multiple tasks in a fast-paced environment.
• Ability to work both independently and collaboratively within a team.

What You’ll Be Doing

• Client Portfolio Management – Administering and managing a portfolio of pension and personal wealth clients.
• Consultant Support – Working closely with a Consultant to ensure the smooth running of client accounts.
• Client Liaison – Handling queries, providing information, and maintaining excellent service standards.
• Regulatory Compliance – Ensuring all activities meet internal procedures and industry regulations.
• Administrative Support – Preparing documents, managing workflows, and coordinating meetings.
• Continuous Learning – Staying up to date with industry changes and participating in training to build expertise.