Financial Services Administrator

Administrator Support - Finance and Wealth Management Location: Leicester - fully office based role, Monday to Friday 8am to 4pm Salary: £26,000 + benefits (our ref AL1416) My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office. This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector. You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience. Key Responsibilities: Answering incoming phone calls and acting as the first point of contact for clients Welcoming clients into the office and preparing meeting rooms and refreshments Managing incoming and outgoing post, including trips to the post office Scanning, organising, and uploading documents to internal CRM systems Monitoring shared inboxes and responding or redirecting queries as required Liaising with providers to chase outstanding information Processing letters of authority and organising policy documentation Supporting advisers with post-meeting administration and client file management Preparing annual review documentation, including: Portfolio ..... full job details .....