Are you an experienced Financial Services Administrator looking for your next long-term opportunity? This is an excellent chance to join a highly respected independent financial advice firm with a fantastic culture of togetherness, teamwork and professional growth.

Based in modern, open-plan offices you’ll play a key role in providing hands-on administrative work with exposure to all aspects of financial services, and a clear pathway to progress within the business with the potential to develop towards a Paraplanner or Adviser role in the future.

This is a full time office-based position offering a starting salary of £28,000 (rising to £30,000 after successful 6-month probation), alongside a market-leading benefits package and the chance to work within a collaborative, people-focused environment. Hybrid working will be considered upon successful completion of probation.

Roles & Responsibilities

• Provide comprehensive administrative and technical support to Financial Advisers
• Liaise with clients, providers and advisers throughout the advice process
• Prepare cash flow modelling data and portfolio comparison analytics
• Assist with fund switches, attitude to risk questionnaires and suitability letters
• Maintain accurate and compliant client records
• Process new business applications and liaise with providers to ensure timely completion

Skills & Experience

• Experience as an administrator within a financial services environment
• Knowledge of financial services regulations and compliance advantageous
• Confident using Microsoft Office, with the ability to learn new systems
• Ability to manage data accurately and efficiently in a fast-paced environment

About Express Recruitment

Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on 👉 https://bit.ly/3IaEnI7

Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.

Vacancy Summary

Hours: Full Time, Monday–Friday

Salary: £28,000 Per Annum D.O.E

Location: Cosby, Leicestershire

Job Type: Permanent, Office-Based

Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.