Overview
Financial Services Administrator Jobs in Kent, UK at Reed
Financial Services Administrator
– Location:
Leicester (Office-based) About the Role An established and growing financial services organisation is seeking a proactive and detail-oriented Administrator to join its busy team in Leicester. This is a fantastic opportunity for someone looking to build a long-term career within financial services while gaining exposure to pensions, investments, and client servicing. You will play a key role in supporting Financial Advisers, Paraplanners, and the wider administration team by delivering high-quality administrative and client support across a variety of cases.
Key Responsibilities Answering incoming telephone calls and handling client queries professionally Meeting and greeting visitors to the office Supporting business processing by liaising with providers and platforms Maintaining accurate and up-to-date client records and financial plan information Assisting with portfolio valuations and producing client reports Processing new business applications and dealing instructions across multiple platforms Producing clear and professional client correspondence Preparing review packs and key documentation (including scanning, collating, and mail merges) Communicating with clients to schedule meetings and provide updates Supporting the team on ad hoc projects and general administrative duties About You Minimum 2 years’ administrative experience Strong organisational skills with the ability to prioritise workload Excellent written and verbal communication skills Proficient in Microsoft Office and Outlook Experience using back-office systems/databases A proactive attitude with a willingness to learn Strong team player with a client-focused mindset Able to work accurately under pressure and to deadlines Committed to confidentiality and data security
Title: Financial Services Administrator
Company: Reed
Location: Kent, UK
Category:
