Financial Services Administrator
Location: Market Harborough, Leicestershire
Salary: up to £30,000


The Role
A well-established IFA practice is seeking an experienced Senior Financial Services Administrator to join their growing team. This role will provide critical support to the Director / Financial Adviser, allowing them to focus on client meetings and business development.


You will play a key role in delivering high-quality, compliant administrative support across pensions, investments, tax, and insurance, ensuring an exceptional client experience. This position is ideal for a proactive, detail-oriented individual with experience in financial services administration.


Key Responsibilities
*Assist with preparation of suitability reports, including illustrations, research, and analysis
*Process business applications accurately and efficiently, ensuring compliance with firm standards
*Administer pension scheme properties and maintain HMRC pension scheme records online
*Ensure fund switches, rebalances, and trades are processed correctly and within required timescales
*Maintain accurate client records across back-office systems, platforms, and IT systems
*Prepare client review packs including valuations and supporting paperwork
*Record and implement agreed actions in coordination with the Financial Adviser
*Ensure all supporting documentation is complete and compliant with company procedures
*Follow up all work promptly to meet company standards
*Incorporate the principles of Treating Customers Fairly (TCF) into all client interactions


Personal Specification
*Minimum 2 years’ experience as a Financial Services Administrator
*Highly literate and numerate (A-level Maths & English advantageous)
*Technically competent in Excel, Word, and Outlook (intermediate level)
*Experience using online financial services platforms
*Excellent analytical, organisational, time management, and prioritisation skills
*Versatile, proactive, and able to handle complex, non-repetitive tasks independently


This is an excellent opportunity to join a professional and growing team, providing essential support in a dynamic financial services environment.


Apply today via NJR Recruitment or call quoting the reference NJR16413
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ’no’ to key screening questions, we may not be able to contact you.