Description

Administrator – Financial Services

Location: Leicester (On-site – Free Parking)

Salary: £24,000 – £28,000 per annum (Depending on Experience)

Working Hours: Monday – Friday, 8:00 AM – 4:00 PM

About the Role

We are looking for an organized, proactive, and professional Administrator to join our team in Leicester. As the initial point of contact for clients and a vital support mechanism for our Financial Advisers, you will play a key role in keeping the office running smoothly and ensuring our clients receive a seamless, high-quality experience.

This is a fantastic opportunity for someone who thrives in an organized environment, values attention to detail, and enjoys working as part of a collaborative team.

Key Responsibilities

• Client & Front of House: Warmly welcome clients for adviser meetings, handle incoming phone calls, and deliver excellent service as the face/voice of the business.
• Administrative Support: Sort incoming post, manage outgoing mail runs, and oversee shared email inboxes.
• Document & Data Management: Scan hard-copy documents, organize client files following adviser meetings, and keep CRM systems fully up to date.
• Provider & Policy Administration: Process Letters of Authority (LOAs), chase providers for outstanding information, and organize incoming policy data.
• Review Preparation: Produce necessary documentation and packs ahead of annual client reviews.
• Submissions: Assist with simple online provider submissions.

What We Offer

In addition to a welcoming office environment with free on-site parking, you will receive the following benefits (following a successful 3-month probation period):

• Holiday: 28 days (including bank holidays), plus an extra day of annual leave for every year of service (up to 5 additional days).
• Pension: Workplace pension scheme with True Potential (standard 5% employee / 3% employer contribution).
• Health & Wellbeing: Free local DMU gym membership.
• Incentives: Discretionary quarterly team bonuses and an Employee & Client Referral scheme.

About You

• Highly organized with strong attention to detail.
• Friendly, professional phone manner and great interpersonal skills.
• Proficient in general IT and quick to pick up new systems/CRMs.
• Ability to prioritize tasks and work efficiently in a fast-paced environment.
• Prior administration experience within Financial Planning, Wealth Management, or wider professional services is a plus, but a great attitude and willingness to learn are essential.

Interested in applying?

Submit your CV to take the next step in your financial services administration career!