Financial Services Administrator - mbf. : Job Details

Job Title: Financial Services AdministratorLocation: Hybrid (3 days in the office, 2 days remote)Salary: £30,000 + Bonuses (up to £5,000)

We are currently recruiting for a Financial Services Administrator to join a highly successful firm with big plans for the future. This role will work closely with the Managing Director, who has a clear vision to expand and develop the business significantly over the next few years. The ideal candidate will be proactive, motivated, and eager to make a real impact in a growing team.

As a Financial Services Administrator, you will play a pivotal role in supporting the financial planning team and ensuring that the administrative function runs smoothly. Your work will have a direct influence on the advice given to clients, meaning your contribution will be vital to the success of the business.

The company is committed to creating a strong and dynamic team and has clear plans for significant growth in the coming years. This is a fantastic opportunity to join a forward-thinking organisation and progress your career in financial services. As the team expands, you will have the chance to step into a leadership or management role, where you will be responsible for shaping the administration function within the company.

Key Responsibilities:

• Providing high-quality administrative support to the financial planning team and Managing Director
• Assisting with client communications and maintaining client records
• Preparing financial reports, documentation, and presentations
• Supporting the team in delivering exceptional service to clients
• Contributing to the growth and development of the administration function within the company

Requirements:

• Previous experience in Financial Services, ideally within a financial planning environment (but not essential)
• Strong organisational skills and attention to detail
• A proactive and motivated approach to your work
• Ability to work well both independently and as part of a growing team
• Excellent communication and interpersonal skills

What’s on Offer:

• Competitive salary of £30,000 + bonuses (up to £5,000)
• Hybrid working arrangement (3 days in the office, 2 days working from home)
• A clear career progression pathway, with opportunities to develop into a team leader or management role
• The chance to be part of an exciting and ambitious organisation with substantial growth plans

If you’re an ambitious and proactive individual looking to take the next step in your financial services career, we’d love to hear from you. Apply now to join a business that’s set for great things and take the next step in your career!