Location
Shrewsbury
Job Type
Full-time
Posted
June 29, 2026
Job Description
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact.
As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration.
Your responsibilities as a Financial Services Administrator will include:
* Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information
* Meeting preparation – preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks
* Processing – is...
As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration.
Your responsibilities as a Financial Services Administrator will include:
* Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information
* Meeting preparation – preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks
* Processing – is...