Financial Service Administrator - Accomplish Today : Job Details

Location: Lincolnshire (Hybrid working is an option)Salary: Competitive, based on experienceJob Type: Full-time, Permanent

Join a Leading Wealth Management Firm in LincolnshireAre you an organised, detail-oriented professional with a passion for financial services? Our client is looking for a Financial Services Administrator to join our dynamic team at a highly respected wealth management company, renowned for delivering tailored financial advice and investment solutions across Lincolnshire and beyond.

About Our ClientAs a market leader in wealth management, we pride ourselves on delivering exceptional service to a diverse client base. Our advisors and support staff work collaboratively to ensure our clients receive expert guidance and a personalised experience at every stage of their financial journey.

The RoleAs a Financial Services Administrator, you’ll provide critical support to our advisors and clients, ensuring the smooth running of day-to-day operations. You’ll play a key role in maintaining the high standards of service our clients expect.

Key Responsibilities:

• Prepare and process new business applications and ongoing servicing requirements
• Liaise with clients, product providers, and advisors to manage queries and update records
• Maintain client files in line with compliance and data protection regulations
• Support advisors with meeting preparation, valuations, and client reviews
• Provide general administrative support, including document management and database maintenance

About You:

• Previous experience in a financial services environment is essential
• Excellent communication and interpersonal skills
• Strong attention to detail and accuracy
• Proficient in Microsoft Office and CRM systems
• Organised, self-motivated, and capable of managing multiple tasks

Desirable Qualifications:

• Financial Services Administration qualification (e.g. CII Certificate in Financial Services)

What We Offer:

• Competitive salary and benefits package
• Opportunities for professional development and career progression
• Supportive and collaborative working environment
• A chance to be part of a forward-thinking and growing company

Apply NowIf you're ready to bring your administrative expertise to a thriving wealth management team, we’d love to hear from you.