Financial Services Administrator

Financial Services Administration

Reference ID



Financial Services Administration


£22,000 - £26,000 per annum + benefits

Contact Person

Angela liscombe

Job description

My client is an award winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies. They now have an exciting new vacancy for a Financial Services Administrator to be based in their Leicester office.

The Person

The role will be suitable for someone who has 2 to 3 years experience as an administrator within the financial services industry, either working for an IFA or Insurance Company. You will have attention to detail, customer services and excellent communication skills. A working knowledge of IFA administration would be preferable.

Knowledge, Skills & Experience Required

The Financial Services Administrator role requires an individual who is experienced in working to deadlines, prioritising workload and providing a high level of customer service at all times.

The ideal candidate should have a current working knowledge of:

  • Providing comprehensive support to financial advisers.
  • Administering Investments, Pensions and Protection for individual clients preferably need Cofunds experience
  • Submitting new business and servicing - Protection, Investments, Top-ups, Pension Transfers and Drawdown etc.
  • We process a large number of new business cases and therefore you must be have good understanding of remuneration structures e.g. fees and commissions etc

You will be computer literate with the ability to use Microsoft Office and have a good working knowledge of Excel software.


Ideally educated to A Level, with at least 5 GCSE's, including Mathematics and English, is preferred.

Package: salary to £26k, with a range of employee benefits which includes 23 plus days holidays, Company Pension Scheme, Private Medical Insurance, 4 x Death in Service.

If this role is of interest, please apply with an up to date CV or contact Angela Liscombe at North Oak Recruitment.

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