Administrator - Financial Planning-London / Hybrid - £35k + benefits

If you're an experienced financial services administrator who thrives on accuracy, ownership and keeping a busy advice team running smoothly, this role will feel like a real step forward.

My client is a highly respected, growing financial planning firm with a strong reputation for professionalism and client care. They're looking for a confident, proactive Administrator to join their Centralised Administration Team - someone who wants more than just "processing" and is ready to build a long-term career.

What You'll Be Doing

You'll be the engine behind the advisers, ensuring every client receives a seamless, high-quality experience. Your responsibilities will include:

• Managing end-to-end administrative tasks with precision
• Maintaining accurate client records and completing time-sensitive data entry
• Reviewing client reports to understand advice and context
• Preparing and submitting applications to providers
• Processing fund switches and updating valuations
• Managing LOAs and gathering detailed plan information
• 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
• Overseeing the ongoing review process and ensuring compliance standards are met
• Completing review actions and supporting month-end reporting
• Owning your workflow and keeping your Team Lead informed
• Contributing to team meetings and continuous improvement
• Occasionally attending client meetings for administrative support
• Building your technical knowledge through structured training

As your confidence grows, you'll begin taking on more technical and complex cases from year two onwards.

What You'll Bring

We're looking for someone who is already comfortable in a fast-paced financial services environment and wants to push their career further:

• 1-2 years' experience in financial administration
• Strong understanding of the financial advice process
• Knowledge of pensions, retirement planning and investment products
• Excellent accuracy, literacy and numeracy
• Confident communicator who enjoys working collaboratively
• Highly organised with strong attention to detail
• Positive, proactive and eager to develop
• Competent in Microsoft Word and Excel (Intelligent Office is a bonus)

This role suits someone analytical, tenacious and motivated by delivering high-quality work.

What You'll Get

• Clear, structured career progression
• Increased earning potential as you develop
• Supportive, sociable and professional team culture
• Ongoing training and technical development
• Opportunities to build strong client relationships

If you're ready to take the next step in your financial services career and want to join a firm that genuinely values exceptional administration, I'd love to hear from you.

Send your CV to Ursula at Financial Division