Financial Services Administrator

HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Financial Services Administrator.

The Opportunity

This role is focused on delivering high-quality administrative and FInacial support within a busy advisory environment. You will work closely with senior advisers, technical specialists, and support colleagues to ensure clients receive a consistent, professional, and efficient service.

The successful candidate will manage a varied workload, maintain accurate client records, and often act as a first point of contact for clients, ensuring queries are handled promptly and professionally.

You will also contribute to internal coordination, helping ensure service levels remain high across the team.

Key Responsibilities

Core Duties

• Maintain compliance with internal procedures, regulatory requirements, and deadlines

• Take ownership of your workload, effectively prioritising tasks

• Handle confidential client data responsibly and in line with GDPR requirements

• Support process improvements and contribute to more efficient ways of working

Client Support Duties

• Provide day-to-day administrative assistance to advisers and support teams

• Prepare documentation, reports, and client meeting packs

• Liaise with external providers and obtain required information

• Work collaboratively with technical and report-writing teams to ensure timely delivery of client outputs

• Act as a point of contact for client queries, including sensitive or complex matters

• Maintain accurate and up-to-date client records and correspondence logs within internal systems (experience with systems such as Intelliflo Office is helpful but not essential)

• Process new business documentation and client instructions

• Prepare valuation or review reports as required

• Build effective working relationships with external providers and internal colleagues

• Escalate non-standard requests where appropriate

Additional Duties

• Provide general team support as required by your manager

• Assist with internal meetings or administrative coordination when needed

Skills & Experience

• Self-motivated, organised, and accountable

• Strong written and verbal communication skills

• Able to work both independently and collaboratively

• Comfortable managing multiple priorities in a structured environment

• Previous experience in administration or client services (financial or professional services experience beneficial but not essential)

• Strong numerical awareness and problem-solving approach

• Confident building relationships with colleagues and external contacts

• Good IT skills, including familiarity with tools such as Excel, Word, and PowerPoint from Microsoft

Qualifications

• GCSE Maths and English (or equivalent)

• Relevant industry qualifications are advantageous but not required