Full job descriptionAdministrator – Financial Services
Swindon - parking available

Full-time (office-based)

Salary up to £32,000
About the role
We’re looking for a proactive and detail-oriented Administrator to join a friendly and professional financial services team. This is a fantastic opportunity to be part of a supportive environment where your work plays a key role in delivering high-quality service to clients.
You’ll be at the heart of the business, supporting advisers and ensuring everything runs smoothly behind the scenes , from preparing client documentation to liaising with providers.
What you’ll be doing
*Preparing and organising paperwork for client meetings
*Submitting applications and processing new business
*Managing and updating client information on internal systems
*Liaising with clients and providers (phone and email)
*Answering client queries (non-advice based)
*Supporting advisers with research and quotations
*Chasing providers for information and progress updates
*Producing reports and maintaining accurate records
*Assisting with a variety of administrative and operational tasks
What we’re looking for
We’re keen to hear from candidates who are:
*Highly organised with strong attention to detail
*Confident communicators, both written and verbal
*Proactive and able to use their own initiative
*Comfortable managing multiple tasks and priorities
*A team player with strong relationship-building skills
*IT literate, with good knowledge of Microsoft Office
Experience & background
*Previous administration experience is essential
*Financial services environment exposure either life office, provider, network or wealth managemnet or IFA
*Willingness to learn and develop within the role
Why join?
*Friendly and supportive team environment
*Opportunity to build a career within financial services
*Varied and interesting workload
*Stable, office-based role with flexibility for a 4-day week
If you’re organised, personable, and take pride in delivering great work, we’d love to hear from you.