Our client, a well-respected Financial Brokerage are looking for a proactive and detail-oriented Financial Services Administrator to join their Team.
This is a newly created position due to continued growth, and a key support role within a fast-paced, client-focused environment where discretion, accuracy, and initiative are highly valued.
The successful individual will play a central role in managing the end-to-end process for pension and protection applications, liaising directly with life companies, custodians, and high-net-worth clients.
Youll be instrumental in maintaining our high standard of service by keeping client files compliant and up to date, supporting the onboarding process, and ensuring the smooth operation of our CRM and workflow systems.
This role offers a unique opportunity to gain hands-on experience in more technical areas of financial planning and structured products making it an ideal platform for career progression toward a Sales/Advisory role.
Key Responsibilities: Prepare and submit applications for life cover, income protection, pensions, and investment structures Liaise with life companies, product providers and self-administered pension trustees Manage the end-to-end client onboarding process, including compliance and pipeline tracking Maintain and update client records and workflows in the CRM system Coordinate document signing (including DocuSign), policy issuance, and compliance documentation Support senior advisors with preparation for client meetings and reviews Monitor policy pipelines and follow up with providers to ensure timely processing Assist with internal reporting, invoicing, and general administration Handle client queries in a professional and timely manner, maintaining a high standard of confidentiality and service Requirements: QFA Qualification essential requirement Minimum 2-3 years experience in a financial services admin/support role.
Brokerage experience is highly desirable.
Strong knowledge of pension and protection products; experience with self-directed pensions is an advantage.
High level of accuracy, organisation, and attention to detail Strong interpersonal and communication skills, both written and verbal Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM systems is a plus.
Ability to manage multiple deadlines and prioritise tasks in a fast-moving environment.
A client-first mindset with a commitment to discretion and professionalism.
Skills: QFA Pension Life and Pensions Administration