Financial Services Administrator


West Midlands: Warwickshire.


£20,000 - £25,000

Job Reference


Job Profile

One of the most respected regional IFA Practices providing Independent Financial Advice and Insurance Services are now seeking an experienced Financial Services Administrator to join their financial services team where you will play a vital role within the practice providing full support within Life, Pensions and Investments.

As an experienced Sales Support Administrator (Life, Pensions & Investments) your duties will include:

  • Dealing with Life, Pensions & Investments (some Group Schemes)
  • Obtaining quotations / valuations / illustrations
  • Processing applications
  • Liaising with Insurers & clients on a day to day basis
  • Helping with queries and information requests
  • General administration duties as and when required

Applicant Requirements

You will be / have:

  • Experience working within the Financial Services Industry and have Life, Pensions & Investments knowledge
  • Be able to process applications, obtain quotations, valuations and illustrations via various online platforms
  • Excellent communication skills both written and verbal
  • Good IT skills and ideally have experience of using Intelliflo
  • Excellent administration skills and experience
  • Ideally be industry qualified or working towards

This is a full-time, permanent role. Financial Services Administrator - excellent competitive basic annual salary, plus an excellent bonus structure, pension, life assurance, subsidised parking, 25 days holiday plus bank holidays. Monday to Friday 9.00am - 5.00pm


Donna Pastor
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.

Thank you, your application has been sent.

Would you like to receive information about similar jobs?
Set up email alerts now! It's FREE!

Please complete all required fields and/or tick all boxes accordingly.


If you can see this input, leave it blank. Any content added will mean your email will not be sent.

Please tick this box to confirm you have read, understood and agree to our privacy policy.
Please tick this box if you are happy to receive marketing information from our company by way of jobs that match your experience and wishes. (This information could take the form of email, text or phone)