Position Overview
Financial Services Administrator
Location: Farnborough/Hybrid Working
Salary: £27,000-£32,000 + Benefits
Role Purpose
The Service Administrator is responsible for delivering high-quality administrative and client servicing support to ensure an excellent customer experience. The role involves managing servicing activities efficiently and accurately while maintaining strong working relationships with clients, advisers, and internal stakeholders.
Working collaboratively across teams, the Service Administrator will support the end-to-end client journey and ensure all tasks are completed in accordance with service standards and regulatory requirements.
Key Responsibilities
Provide administrative support and manage a range of client servicing tasks.
Maintain accurate client records and update internal systems in a timely manner.
Prepare client valuations and support annual review processes.
Liaise with clients, advisers, a...