Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial Services AdministratorLocation:Colchester (Office-based with hybrid working options)Salary:£25,000-£31,000 Benefits:PensionPrivate healthcareFlexible working (work from home 2-3 days per week)About the Company:Our client is a growing financial services firm focused on delivering exceptional client service while supporting professional development. They provide a structured environment with clear career progression, productivity goals, and ongoing training opportunities.Key Responsibilities:Provide comprehensive administrative support to a portfolio of clients.Manage appointments, diary, email, and tasks for clients and PAs.Liaise with fund and ceding scheme providers to collect client information.Transcribe dictation, prepare meeting notes, and maintain accurate client records in CRM systems.Process EBS applications, protection plans, and client illustrations.Produce review letters and reports, and prepare documentation for meetings.Maintain Salesforce and internal systems, ensuring data accuracy.Organise client and internal events as required.Meet service level expectations, maintain high-quality outputs, and support team members when needed.What We''re Looking For:Proven SJP experience in financial services administration.Strong organisational and time-management skills.Excellent written and verbal communication skills.Ability to manage multiple client tasks and portfolios ..... full job details .....