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Financial Services Administrator

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Recruiter
Capital Outsourcing Group Ltd
Location
York
Contract
Permanent
Work pattern
Not Specified
Working arrangement
1 day from home
First listed by Ontap
21 October 2026
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Job description

Financial Services Administrator

Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes?

A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.

What's in it for you?

We believe in investing in our people and helping them thrive. In return, the Financial Services Administrator will get:

Competitive salary Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option Study support and opportunities to develop your skills Healthcare support Pension scheme Cycle to work scheme A supportive team culture Career progression and recognition

What will you be doing as a Financial Services Administrator?

You'll play a key role in supporting advisers and ensuring clients receive an efficient, professional service. Your responsibilities will include:

Processing new business applications across pensions, investments and protection products.
Managing Letters of Authority and liaising with providers.
Preparing client review packs and supporting ongoing client servicing.
Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
Maintaining accurate client records and keeping cases moving within agreed timescales.
Supporting transfers, withdrawals, fund switches and other client administration.
Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.

Who are we looking for?

We're looking for someone who is proactive, professional and takes pride in getting the details right.

Ideally, you'll have:

Previous experience in financial planning, wealth management or an IFA environment.
A good understanding of financial services administration.
Experience with KYC and AML checks.
Excellent organisational and communication skills.
The ability to manage competing priorities while maintaining accuracy.
Knowledge of pensions, investments and protection products.

Experience with Intelligent Office, Xplan or similar back-office systems would be an advantage.

If you're looking for a role where your skills are valued, your development is supported and your contribution makes a difference, and you think you could be our next Financial Services Administrator we'd love to hear from you!

COG LTD are acting as an employment agency.

Apply Now