Administrator – Financial Planning-London/Hybrid - £k + benefits in London - Financial Divisions

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