Senior Administrator

Senior Administrator focuses on managing all stages of client administration, including pensions, investments, and protection.

What the role involves

• Managing all stages of client administration, including pensions, investments, and protection.
• Process new business, valuations, and client reports.
• Liaise with advisers, providers, and clients to ensure smooth case progression.
• Maintaining accurate client data on internal systems and meet FCA compliance standards.
• Preparing meeting packs.
• Support advisers with follow-up actions.

Skills and requirements

• Experience within financial planning, wealth management, or financial services administration.
• Confident communicator, able to manage multiple priorities.
• Proficient with Microsoft Office and financial software (e.g., Intelliflo, Xplan, or similar).
• Comfortable working both independently and as part of a team.

Confirmed role details

• Salary £30000 - £38000 Type.
• Flexible (office, hybrid options available).
• Full-time, permanent.
• Support advisers and paraplanners by managing complex administrative processes and ensuring a high standard of client service.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through