Financial Services Administrator

Job Title : Financial Services Administrator Location : Farnborough Salary : Up to GBP35,000 Benefits : Employee benefits platform, salary sacrifice, holiday buy scheme, flexible hours (school run, appointments, etc.)

About the Company :Join one of the top-ranked SJP Partner Practices in the UK, an award-winning firm with over 15 years in the industry. Known for its protection-led, advice-first approach, the business operates across multiple offices. With a strong reputation for internal development and adviser support, the firm is investing in long-term growth and next-generation leadership.

Role Summary :This is an opportunity to become an integral part of a thriving advisory team as they scale their client review operations. You'll be right at the heart of client support, ensuring advisers are fully backed with high-quality administrative input. The role offers excellent flexibility and a modern tech stack (including AI tools and Salesforce).

Key Responsibilities :

• Prepare and deliver comprehensive meeting packs: Support efficient client reviews
• Liaise with clients and validate adviser meeting notes: Enhance the client experience
• Provide right-hand support to advisers: Ensure smooth day-to-day operations
• Collaborate with outsourced paraplanners: Focus on high-value client service
• Assist with Letters of Authority and data validation: Keep documentation accurate and timely

Requirements :

• Previous experience in a wealth management admin role
• Strong organisational skills and attention to detail
• Confident in client communication and follow-up
• Familiarity with SJP systems and expectations