Financial Services Administrator

Financial Services Administrator - Wanted - Immediate Start!

Chelmsford Based Salary: £30,000-£35,000

Permanent, Full-Time

Are you an experienced Financial Services Administrator?

Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business.

What's on Offer:

• Competitive salary

• 25 days annual leave plus bank holidays

• Company pension scheme

• Private medical insurance Qualifications

Essential:

• Minimum 3 years' experience within a financial services role

• Strong understanding of financial planning processes and client documentation

• Excellent organisational skills with a high level of accuracy and attention to detail Desirable:

• Experience with financial planning tools, research software, or cashflow modelling systems

• Knowledge of investment, pension and protection products Roles & Responsibilities

• Act as the first point of contact for clients via telephone, email, and in person

• Manage incoming and outgoing correspondence, including post and electronic communications

• Maintain accurate client records and upload documentation to internal systems

• Liaise with providers to obtain policy information and progress outstanding requests

• Process letters of authority and maintain client documentation

• Support advisers with file preparation, client reviews, and post-meeting administration

• Prepare portfolio summaries, valuations, and annual review documentation

• Attend meetings when necessary to provide administrative support to advisers Requirements

The successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment.

About Regional Recruitment

This position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008. We specialise in permanent, temporary, and contract opportunities across the Commercial, Construction, Industrial, Technology, and Engineering sectors.

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