Financial Administrator
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-07-27
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Compliance, Financial Services, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Financial Administrator
Our client is looking for a Financial Administrator to support a variety of complex advice areas including pensions, investments, trusts, protection and group schemes. This is a hybrid role with only 3 days in the office. The successful candidate will be a detail-orientated and experienced individual working closely with high-net-worth clients and dedicated Financial Planners.
Key Responsibilities- Taking ownership and accountability for end-to-end administration, maintaining correct client records
- Ensuring all data entry is completed accurately and within specified timelines
- Processing new business (pensions, ISAs, GIAs, bonds, SIPPs, protection policies and group schemes)
- Preparing and submitting applications to product providers in line with company procedures
- Supporting Financial Planners through the full advice process, including pension transfers
- Processing Letters of Authority, obtaining plan information and updating the client file
- Liaising with providers, clients and advisers, providing regular updates on progress of advice
- Preparing client annual reviews and actions following the reviews
- Proactively managing own workflow and maintaining the pipeline tracker
- Up to 2 years' previous experience in a financial planning administration role
- Good understanding of the advice process and knowledge of retirement/pension and investment products
- Good literacy and numeracy skills with a high degree of accuracy
- Working knowledge of Microsoft and Excel packages; knowledge of Xplan/Intelligent Office advantageous
- 25 days holiday plus bank holidays
- Office closure over the Christmas period, in addition to annual leave
- Pension and study leave provided
- Hybrid working
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