Job Description
We are hiring for our client, a growing wealth management and financial services firm, who are seeking a dedicated Financial Services Administrator to support their advisers and operations team. This newly created role offers a brilliant opportunity to be part of a firm focused on tailored client solutions, compliance excellence, and career development.
Top 3 Things to Know About this Financial Services Administrator Job:
- Brand new role due to continued business growth
- Join a tight-knit team in a high-quality wealth management setting
- Opportunity to build a long-term career in regulated financial services
The Role – Financial Services Administrator
- Provide administrative support to wealth advisers and paraplanners
- Liaise with clients to obtain and process financial documentation
- Maintain client records and CRM systems accurately
- Prepare meeting packs, valuations, and compliance documentation
- Submit new business and ensure pipeline tracking is up to date
- Work closely with providers and third parties to follow up on applications
- Support onboarding processes and annual review preparation
The Person – What We’re Looking For
- Excellent attention to detail and administrative accuracy
- Familiarity with financial products (pensions, investments, protection)
- Comfortable communicating with clients professionally and confidently
- Highly organised and proactive, with strong IT and CRM skills
The Reward – What’s in it for You?
- Join a growing, client-centric firm with a supportive culture
- Enjoy clear development opportunities in a respected sector
- Further training and qualifications provided
- Competitive salary, full-time permanent contract
- Hybrid working & flexible hours available
Next Steps – Why Hunter Savage
At Hunter Savage, we bring deep market insight and trusted relationships within the financial services sector. To explore this Financial Services Administrator job further, contact Nuala McClinton for a confidential conversation. Visit our website for more roles in Financial Services & Business Support.