Financial Services Administrator

New Yesterday

Financial Services Administrator- Competitive Salary- Shaftesbury / Corsham / Canford Cliffs / Sherborne/ In Office
The Role
Want a role where your work really matters and helps you grow your career in financial services? Do you want to gain hands-on experience in client administration, compliance and adviser support? If so, we have an exciting opportunity for you.
Were looking for a Financial Services Administrator to join our team and make an immediate impact. Youll support advisers and paraplanners, ensuring clients get accurate, timely service, while developing valuable skills that can take your career to the next level. Every task you take on will strengthen your knowledge, improve client experiences, and expand your professional expertise.
This role gives you the chance to gain hands-on experience with policy processing, FCA-compliant procedures, and client communications, while learning from experienced advisers and paraplanners. Your work will directly improve client satisfaction and team efficiency.
If youre a Financial Services Administrator ready to grow your skills, take ownership of your work, and make a real impact, apply today and start building your career with a supportive, professional team.
Key Responsibilities:
Client & Policy Administration Process applications, policy changes, and transfers accuratelymanage ongoing client service requests, maintain accurate client records and monitor deadlines to ensure administrative tasks are completed in line with agreed service levels.
Adviser Support Respond to routine queries and escalate complex cases and grow problem-solving skills.
Compliance & Quality Maintain accurate records and assist with audits, giving you real experience in FCA regulations and best practice standards.
Reporting & MI Help produce management reports and support office projects, building skills in reporting, organisation, and process improvement.
The Company
Peter Harding Wealth Management is committed to delivering exceptional, client-focused financial planning. Our collaborative culture values technical expertise, integrity, and continuous improvement. Youll join a supportive team where your input directly impacts client experiences and business success.
The Benefits
Develop technical and compliance skills while gaining hands-on experience
Supportive team culture with opportunities to learn and progress
Play a key role in delivering excellent client experiences
The Person
Experience in financial services administration or support.
Knowledge of pensions, investments, protection, or tax-related administration.
Strong organisational skills and attention to detail.
Excellent written and verbal communication.
Ability to prioritise tasks and manage multiple deadlines.

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Location:
Corsham
Salary:
not provided
Job Type:
FullTime
Category:
Finance

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