Senior Administrator

Job Title: Senior Administrator

Location: Flexible (office, hybrid options available)
Salary: Competitive and dependent on experience
Contract: Full-time, permanent

Purpose of the Role:
Support advisers and paraplanners by managing complex administrative processes and ensuring a high standard of client service. The role suits someone experienced in financial services who enjoys working independently while contributing to a collaborative team.

Key Responsibilities:

• Manage all stages of client administration, including pensions, investments, and protection.

• Prepare and process new business, valuations, and client reports.

• Liaise with advisers, providers, and clients to ensure smooth case progression.

• Maintain accurate client data on internal systems and meet FCA compliance standards.

• Prepare meeting packs and support advisers with follow-up actions.

• Mentor and support junior administrators.

• Contribute to process improvements and help streamline workflows.

• Handle confidential information with professionalism and care.

Skills and Experience:

• Experience within financial planning, wealth management, or financial services administration.

• Strong knowledge of pensions, investments, and protection products.

• Excellent organisational skills and attention to detail.

• 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.

Desirable:

• Progress toward a CII qualification or equivalent.

• Experience mentoring others or leading small administrative teams.

What’s on Offer:

• Competitive, experience-based salary.

• Flexible working arrangements (office, hybrid)

• Professional development and qualification support.

• Generous holiday allowance and company benefits package.