Are you an organised, proactive and detaildriven administrator looking to build a longterm
career in Financial Services?
My client, a highly respected and professional financial planning firm, is seeking an
enthusiastic Administrator to join their Centralised Administration Team. This is an
excellent opportunity for someone who thrives in a fastpaced environment and wants genuine
career progression.
The Role
You’ll play a key part in supporting advisers and ensuring clients receive an exceptional
service. Responsibilities include:
Taking ownership of administrative tasks and maintaining accurate client records
Completing data entry with precision and within agreed timelines
Reading client reports to understand circumstances and advice rationale
Preparing and submitting applications to product providers
Processing fund switches and updating valuations
Managing LOAs, gathering plan information and updating client files
Liaising with providers, clients and internal teams to progress cases
Handling client queries when advisers are unavailable
Preparing review packs and documentation for client meetings
Managing the ongoing client review process and ensuring compliance standards are
met
Processing review actions and assisting with monthend reporting
Proactively managing your own workflow and keeping the Team Lead updated
Attending team meetings and contributing to continuous improvement
Occasionally attending client meetings to provide administrative support
Completing training and developing technical knowledge over time
After your first year, you’ll begin handling more technical cases as your expertise grows.
About You
To succeed in this role, you’ll bring:
1–2 years’ experience in a fastpaced financial administration role
Strong understanding of the financial advice process
Knowledge of pensions, retirement planning and investment products
Excellent literacy, numeracy and accuracy
Confident communication skills and the ability to work collaboratively
High levels of organisation, attention to detail and discretion
A positive, enthusiastic attitude and a desire to progress
Proficiency in Microsoft Word and Excel (Intelligent Office experience is a bonus)


This role would suit someone analytical, tenacious and resultsdriven, who is keen to grow
within Financial Services.
What’s in it for you
Clear career progression
Increased earning potential as you develop
Supportive, sociable and professional working environment
Ongoing training and development
Opportunity to build strong client relationships
If you’re ready to take the next step in your financial services career and want to join a team
that truly values highquality administration, I’d love to hear from you.


Please send your CV to Ursula Sloan at Financial Divisions