Financial Services Administrator

Financial Services Administrator

Why choose Jane Smith Financial Planning


This is an excellent opportunity for an experienced financial services administrator who thrives on complex client scenarios. We will encourage and support your development in specialist areas, improving your skills.  Development towards a Paraplanner role is always an option, but we value both roles equally and will support your development whatever path you choose.

We understand the right balance is needed when it comes to work and personal life. So, we do all we can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with potential for early Friday finishes. Couple this with a competitive salary and beneficial perks, we aim to ensure we support and are flexible for each other.



  • 25 days holiday (plus bank holidays)
  • 3% employer pension contribution
  • Health Cash back Scheme enrolment
  • Training allowance / support towards qualifications
  • Potential for bonus up to 10% of salary
  • Hybrid working options
  • Potential for Friday early finishes

 As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, our ethos is to provide an independent financial planning service. We aim to build relationships that last a lifetime with both our clients and our staff.

Jane Smith Financial Planning is looking for a Financial Services Administrator, an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging technical role keeping the best possible service and company standards.

The role of the Financial Services Administrator is to deliver excellent customer service to your own group of clients and provide technical administrative support to the Paraplanners and Financial Planner. Experience as an administrator within the financial services industry is essential. A training and development programme is available to those who wish to progress further within the industry, please request our development roadmap.

Purpose of Job:                 To support Paraplanners and Financial Planners ensuring a smooth delivery of excellent client service and client                                                          communications, as per business processes.

Reports to:                         Business Manager

Salary Range:                    £23,000 – £28,000 depending on experience

Working Hours:                9-5pm Monday – Friday (with flexibility for Friday midday finish)

Start Date:                         Immediate Start Available

Key Responsibilities & Accountabilities

Client servicing

  •            Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
  •            Organise existing and prospective client meetings and actively manage FP’s Diary and workload
  •            Prepare client documentation in advance of and following client meetings (as per business processes)
  •            Manage client service needs and client expectations to ensure client satisfaction
  •            Liaise with other team members on work progress per client account and keep clients informed (as per business process)
  •            Liaise with clients on any administration queries they may have           Assist in client meetings when required
  •            Ensure that relevant service components (as per client agreement) are delivered throughout the year in a timely manner
  •            Open and maintain client files to the required compliance standards
  •            Ensure action points resulting from client meetings get diarised and dealt with

Client administration

  •            Check accuracy and completeness of new business documentation
  •            Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm’s standards
  •            Ensure all supporting documentation is maintained as per company procedures
  •            Liaise with product providers to ensure timely and accurate responses to clients (progress chasing)
  •            Send Letters of Authority and gather accurate information as per business process
  •            Obtain illustrations and application forms
  •            Produce portfolio valuations
  •            Ensure fund top ups, withdrawals, switches, and rebalances are carried out accurately and within company timescales


  •            Organise client review meetings as per Annual Review Process
  •            Prepare paperwork required for the reviews as per Annual Review Process
  •            Support FPs in the delivery of reviews, if needed
  •            Ensure implementation of agreed actions

General administration

  •            Ensure back-office systems are kept up to date
  •            Filter FP’s general information, queries, phone calls and invitations
  •            Open, scan, log and allocate incoming post when needed
  •            Other duties as directed by management

To apply please complete the application form on the link provided to upload a copy of your C.V along with a covering letter detailing why you would be the perfect addition to our team.

  Application Form 

What happens next in our recruitment process

            Stage 1 Initial Telephone interview
            Stage 2 Face to Face Interview and Assessment
            Stage 3 Online Index Assessment
            Stage 4 Final Face to Face Interview

Also be aware that pre-employment background and credit checks will be required for this role.