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Permanent

Financial Services Administrator

Profiles Personnel
Wrecclesham
money-bag £30000 Annual
Posted: 23 October 2026 (2 days ago)
Closing date: 22 November 2026
Ref: 3200705211

PENSION and INVESTMENT ADMINISTRATOR Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you''re looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension and Investment Administrator to support their team of Financial Consultants.Salary 30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parkingKey responsibilities for the Pension and Investment Administrator includeProcessing new pensions and investment businessLiaising with Financial Consultants, Paraplanners and providersMaintaining accurate records on the Intelliflo back - office systemHandling correspondence with clients, providers and advisersManaging diaries and preparing files for client meetingsEnsuring all administration is completed in line with FCA and compliance requirementsThe ideal Pension and Investment Administrator will needPrevious administration experience within an IFA or Financial Planning environmentStrong attention to detail ..... full job details .....

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