We’re delighted to be supporting a well-established and growing independent financial planning firm as they look to welcome a Financial Administrator into their team. This role requires 3 days per week working from their office in London, and 2 days working from home.

Our client is a sociable and supportive office where people genuinely enjoy working together. They take their work seriously – but not themselves. It’s a professional environment with high standards, strong compliance processes and a real focus on client care, balanced with a friendly culture and excellent benefits.

If you enjoy being the person who keeps everything organised, on track and running smoothly, you’ll feel right at home here.

The Role

• Provide key administrative support to Advisers and Paraplanners, ensuring all client records are accurate, up to date and fully compliant
• Take ownership of cases from start to finish – understanding the advice given rather than simply processing paperwork
• Prepare and submit applications to providers in line with company and regulatory requirements
• Process fund switches, withdrawals, and Letters of Authority (LOAs), and gather relevant plan information
• Update valuations and maintain accurate client files and back-office systems
• Manage ongoing client review processes, including preparing meeting documentation and processing follow-up actions
• Contribute to month-end reporting and maintain clear workflow/task updates
• Liaise with providers, clients, and internal teams, keeping all parties informed of case progress
• Attend regular team meetings and occasionally support client meetings, helping to build strong working relationships

This is a varied, hands-on Financial Administrator role within a collaborative team environment, where communication is open and everyone works together to deliver a high standard of client service.

About You

Ideally, you’ll have a minimum of 1 year’s experience as a Financial Administrator and a good understanding of the advice process. Experience with pensions, investments and retirement products will be important, as these form a large part of the work. You’ll be organised, detail-focused and confident communicating with providers, advisers, and clients. Confidentiality and accuracy are essential, and you’ll need to feel comfortable managing multiple cases at once.

Strong Microsoft Word and Excel skills are required, and experience with Intelligent Office would be an advantage, though training can be provided for the latter.

The Opportunity

This is a firm that believes in developing its people. After your first year, you’ll be given the opportunity to handle more technical queries and complex cases, helping you grow your knowledge and progress your career within financial services. For the right candidate, there will be the opportunity to progress into a Paraplanner role after 18 - 24 months, with a view to progress to an adviser over the medium to long-term.

With a welcoming team culture, excellent benefits, and clear scope to develop, this is a fantastic opportunity for a Financial Administrator who wants to feel valued and part of something long-term.

If you are interested in this opportunity, please send your CV to Harry at Financial Divisions.