Financial Services Administrator /Office Lead

Financial Services Administrator /Office Lead, required for a new permanent job opportunity in Chesterfield
An exciting opportunity has arisen to join a growing and well-established financial services organisation based in Chesterfield.

Due to continued expansion and strategic growth plans, the business is looking to appoint an experienced Senior Financial Services Administrator to support the delivery of high-quality client services whilst leading and developing a small administration team.

Reporting directly to the Operational Director, this is a hands-on leadership position that offers genuine career progression within a friendly, professional and supportive environment.
Key vacancy information - Chesterfield (near Barlborough) | Office-Based | Full-Time | 35 Hours per Week
Salary: Competitive DOE £32,000 - £36,000 Start Date: October/November 2026

The Role
As Financial Services Administrator ( Office Lead), you will play a key role in ensuring the smooth running of the administration function whilst overseeing a team of up to four staff members. You will be responsible for maintaining exceptional service standards, supporting business operations and helping to develop team performance.
This is an excellent opportunity for an experienced financial services professional who is looking to step into a senior position with people management responsibilities.
Key Responsibilities

Lead, motivate and develop a team of up to four Financial Services Administrators
Oversee day-to-day administration activities to ensure efficient service delivery
Support and mentor team members, conducting regular performance reviews and development discussions
Monitor workflows and allocate workloads effectively across the team
Provide guidance and support to Paraplanners and wider administration colleagues
Ensure all client documentation is processed accurately and within required timescales
Liaise with financial advisers, paraplanners and clients to maintain excellent service levels
Maintain compliance with FCA regulations and internal procedures
Assist with process improvements and contribute to operational efficiencies
Produce reports and management information as required
Support the Operational Director with departmental objectives and business initiativesWhat You'll Need to Succeed

Ideally, 1-2 experience in a Financial Services Administration role
Ideally Previous experience within wealth management, IFA, pensions, investments or financial planning environments or similar
Experience mentoring, coaching or supervising staff would be ideal but not advantageous
Strong understanding of financial services processes and regulatory requirements
Excellent organisational and prioritisation skills
High attention to detail and accuracy
Strong communication and stakeholder management skills
Proficient in Microsoft Office applications, particularly Excel and Outlook
Ability to manage multiple priorities within a busy environment
Proactive approach with a commitment to continuous improvementWhat You'll Get in Return

Long-term career opportunity within a growing financial services organisation
Opportunity to lead and develop a small team
Clear progression and development prospects
Supportive and collaborative working environment
Office-based role with free on-site parking
Monday to Friday working pattern
35-hour working week (9:00am to 5:00pm)
Join a business investing in future growth and expansion
£32,000 - £36,000What You Need to Do Now Apply today to find out more about this exciting Chesterfield-based opportunity.

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