Financial Service Administrator Role

Location: Lincolnshire (Hybrid working is an option)

Salary: Competitive, based on experience

Job 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 their dynamic team at a highly respected wealth management company, renowned for delivering tailored financial advice and investment solutions across Lincolnshire and beyond.

About Our Client

As 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 Role

As 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 Our Client:

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