Full job descriptionAdministrator – Financial Services
Fully Remote (maybe hybrid in Derby in the future) | £27,000 - £35,000 DOE | Full-Time Permanent
An excellent opportunity has arisen for an experienced Administrator to join a well-established and growing financial planning business in a fully remote position.
This role would suit someone with previous experience within financial services administration who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of support.
The successful candidate will provide administrative and technical support to advisers and management, helping ensure a smooth and efficient client journey from initial enquiry through to completion.
Key Responsibilities:
• Providing high-level administrative support to advisers and the wider team
• Preparing client files and ensuring all compliance documentation is accurate and complete
• Supporting pre- and post-meeting administration, including CRM updates
• Processing applications and liaising with providers, clients, and third parties
• Chasing applications and Letters of Authority to ensure timely completion
• Producing client correspondence, reports, and review documentation
• Handling inbound calls professionally and building strong client relationships
• Running reports, illustrations, and collating key client information
• Maintaining accurate records and supporting day-to-day operational processes
Requirements:
• Previous administration experience within financial services, wealth management, or a related sector
• Experience using CRM systems such as Salesforce would be advantageous
• Strong communication and client relationship skills
• Excellent organisational skills and attention to detail
• Ability to manage multiple tasks and work independently in a remote environment
• Good working knowledge of Microsoft Office, including Outlook, Word, and Excel
• Positive, proactive, and team-oriented approach
This is a fantastic opportunity to join a supportive and professional organisation offering long-term career stability, remote working flexibility, and the chance to be part of a collaborative team environment.