Financial Services Administrator
other jobs IMPRESSION RECRUITMENT LIMITED
Added before 7 Days
- England,Yorkshire and The Humber,South Yorkshire
- Full Time, Permanent
- £28,000 - £35,000 per annum
Job Description:
Role: Financial Services Administrator
Location: Sheffield
Salary: £28,000 - £35,000 per annum
Hours: Monday to Friday, Full Time
We are working with a well established and growing financial services organisation with a growing network of offices, currently looking to recruit a Financial Services Administrator to join their Sheffield team.
This is an excellent opportunity for those with prior experience in financial services who enjoy a mix of administration, compliance and operational support within a collaborative and people focused environment.
The Role
You’ll play a key role in supporting both compliance and client administration activities, ensuring high standards of accuracy, regulatory adherence and client service.
Key Responsibilities as Financial Services Administrator:
*Provide end to end client administration, including meeting prep, record keeping and documentation
*Assist with audits, quality checks and adviser supervision documentation
*Process new business and manage cases through to completion
*Liaise with clients and providers, ensuring timely follow ups and accurate information
*Produce client reports, review packs, and post-meeting documentation
*Coordinate file submissions for external compliance review and track outcomes
*Support FCA and internal reporting by extracting and preparing accurate data
*Maintain compliance records, including breaches, T&C and performance metrics
*Support operational improvements, projects and data cleansing activities
*Assist with general office administration, correspondence, and team support tasks
About You
*Prior experience within financial planning or wealth management
*Strong understanding of FCA regulations
*Excellent attention to detail and organisational skills
*Strong written and verbal communication skills
What’s on Offer
*Competitive salary (£28,000 - £35,000 DOE)
*Study support for professional qualifications
*25 days holiday + bank holidays
*Holiday purchase scheme
*Pension scheme
*Plus many more staff incentives
Apply Now
If you’re looking to join a supportive and forward thinking organisation and group where you can develop your career within financial services, we’d love to hear from you.
Location: Sheffield
Salary: £28,000 - £35,000 per annum
Hours: Monday to Friday, Full Time
We are working with a well established and growing financial services organisation with a growing network of offices, currently looking to recruit a Financial Services Administrator to join their Sheffield team.
This is an excellent opportunity for those with prior experience in financial services who enjoy a mix of administration, compliance and operational support within a collaborative and people focused environment.
The Role
You’ll play a key role in supporting both compliance and client administration activities, ensuring high standards of accuracy, regulatory adherence and client service.
Key Responsibilities as Financial Services Administrator:
*Provide end to end client administration, including meeting prep, record keeping and documentation
*Assist with audits, quality checks and adviser supervision documentation
*Process new business and manage cases through to completion
*Liaise with clients and providers, ensuring timely follow ups and accurate information
*Produce client reports, review packs, and post-meeting documentation
*Coordinate file submissions for external compliance review and track outcomes
*Support FCA and internal reporting by extracting and preparing accurate data
*Maintain compliance records, including breaches, T&C and performance metrics
*Support operational improvements, projects and data cleansing activities
*Assist with general office administration, correspondence, and team support tasks
About You
*Prior experience within financial planning or wealth management
*Strong understanding of FCA regulations
*Excellent attention to detail and organisational skills
*Strong written and verbal communication skills
What’s on Offer
*Competitive salary (£28,000 - £35,000 DOE)
*Study support for professional qualifications
*25 days holiday + bank holidays
*Holiday purchase scheme
*Pension scheme
*Plus many more staff incentives
Apply Now
If you’re looking to join a supportive and forward thinking organisation and group where you can develop your career within financial services, we’d love to hear from you.
Job number 3586964
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Company Details:
IMPRESSION RECRUITMENT LIMITED
Founded in Harrogate, North Yorkshire in 2018, we at Impression have proudly established ourselves to be the go-to trusted source for recruitment and ...