Financial Services Administrator

Financial Services Administrator

Hybrid (3 days office / 2 days home)

Looking for a role where organisation meets impact? Join a dynamic financial services team as a Financial Services Administrator, playing a pivotal role at the heart of client delivery.

You’ll act as the key link between advisers, paraplanners, and clients—keeping everything running smoothly, from client reviews to new business processing. If you thrive in a fast-paced environment and love keeping things organised, this could be your perfect next move.

What you’ll be doing

• Coordinating client reviews and managing appointments


• Preparing and maintaining accurate client records and documentation


• Supporting advisers with new business and ongoing client servicing


• Managing workflows, applications, and provider communications


• Acting as a first point of contact for clients and internal teams


• Keeping systems up to date and ensuring compliance standards are met

What we’re looking for

• Experience in financial services working with HNW clients


• Highly organised with exceptional attention to detail


• Strong communication and relationship-building skills


• A proactive mindset and ability to handle a busy workload


• Ambition to grow—support provided to work towards Level 4 qualification

What’s in it for you?

• Highly competitive salary (DOE)


• Hybrid working - 3 days office / 2 days home


• 37 days leave + birthday off


• Generous pension contribution


• Private medical insurance & strong protection benefits


• Half days on Christmas Eve & New Year’s Eve


• Study support towards professional qualifications


• Supportive, friendly and collaborative team

Be part of a collaborative, client-focused environment where your contribution truly matters. Apply now to take the next step in your career.

For a confidential chat, please reach out to Pauline Low at Reed on

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