Financial Services Administrator

Financial Services Administrator Location: Lincoln, UK Salary: Up to £32,000 (depending on experience) Working Pattern: Office-based with hybrid flexibility considered An excellent opportunity has arisen for an organised and client-focused Financial Services Administrator to join a growing wealth management and financial planning firm. This role will provide vital support to Advisers and Paraplanners, helping to deliver a seamless and professional client experience throughout the full financial planning journey. This position would suit an experienced administrator from a wealth management, financial services or professional services background who enjoys working in a fast-paced environment and takes pride in delivering high levels of accuracy and client service. The Role As a Financial Services Administrator, you will play a key role in supporting the advice process from initial enquiry through to ongoing servicing. You will work closely with Advisers, Paraplanners and clients, ensuring records are maintained accurately, cases progress efficiently and service standards remain consistently high. Key Responsibilities " Act as a first point of contact for clients, handling calls, emails and queries professionally " Maintain accurate client records on CRM and back-office systems " Coordinate diaries, meetings and appointment scheduling " Prepare client meeting packs, portfolio valuations and supporting documentation " Process new business applications and ongoing ..... full job details .....