Financial Services Administrator


South West: Wiltshire.


£20,000 - £22,000

Job Reference


Job Profile

Financial Services Administrator - up to £22.5k per annum - Wiltshire - Monday to Friday 9am-5pm, 25 days holiday plus bank holidays, pension, DIS plus holiday purchase scheme

An experienced Financial Services Administrator is required to join a National Financial Planning and Wealth Management organisation with offices throughout the UK where you will join a very personable and vastly experienced Team at their Wiltshire base.

As an experienced Financial Services professional you will work closely with the IFA's and Paraplanners by providing full administration support helping with the preparation of client files / review packs, processing new business, dealing with illustration requests, maintaining client records, screening telephone calls, dealing with enquiries / requests and providing general back office support.

Applicant Requirements

As a Financial Services Administrator you will have:

  • Previous experience working within a Financial Services Practice
  • The ability to work to deadlines and be able to work under pressure
  • Excellent organisational skills be able to prioritise workloads
  • Exceptional communication skills both verbal and written
  • Good IT skills including word, excel and PowerPoint and be able to work remotely with colleagues occasionally often in virtual environments such as Microsoft teams and zoom.


Donna Pastor
Tel: 0782 111 9773

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)