Financial Services Administrator

Hybrid Working Annual Bonus Excellent Benefits Career Development Opportunities

Location:

Uxbridge, West London (Hybrid Working inc every Friday at home)

Salary: £33,000-£36,000 DOE + Annual Bonus

Hours:

Full-time (37.5 hours per week)

Our client is a well-established independent financial planning practice with an outstanding reputation for delivering personalised, long-term financial advice. Built on professionalism, trust and strong client relationships, the business has created a collaborative working environment where quality always comes before volume. As the firm continues to grow, they're looking to welcome an experienced Financial Services Administrator to their close-knit team.

This is an excellent opportunity for an experienced Financial Services Administrator looking to join a supportive, relationship-led business where your contribution is genuinely valued.

Working alongside Financial Advisers and Paraplanners, you’ll play a key role in delivering a seamless client experience by managing the administration of pensions, investments and protection business from start to finish. Whether you’re looking to continue building your career as a specialist administrator or progress into Paraplanning in the future, you’ll be joining a firm that actively supports professional development and long-term career growth.

• Provide comprehensive administrative support to Financial Advisers and Paraplanners throughout the financial planning process.
• Process new business across pensions, investments and protection accurately and efficiently.
• Manage Letters of Authority (LOAs), tracking requests and liaising with providers to obtain information promptly.
• Support the firm’s Annual Review Service by preparing review packs, obtaining valuations and scheduling client reviews.
• Prepare client documentation and meeting packs.
• Liaise with providers, investment platforms and third parties to progress cases and resolve queries.
• Maintain accurate client records and workflows within Intelligent Office (iO).
• Support Paraplanners with report preparation and technical administration.
• Provide proactive updates to clients, ensuring an exceptional level of customer service.
• Identify opportunities to improve processes and contribute to the continued efficiency of the business.

You’ll already have experience working within a Financial Services Administration role and enjoy providing high-quality support within an Independent Financial Advice or Wealth Management environment.

You’ll also have:

• Experience supporting Financial Advisers throughout the advice process.
• A good understanding of pensions, investments and protection products.
• Experience managing Letters of Authority and new business administration.
• Excellent organisational skills with strong attention to detail.
• The ability to prioritise multiple cases effectively.
• Strong written and verbal communication skills.
• A professional, personable and client-focused approach.
• Experience using Intelligent Office (iO) would be advantageous.
• Experience using FE Analytics or industry platforms would be beneficial.

This is a business where people genuinely enjoy working together. You’ll become part of a small, supportive team where initiative is encouraged, achievements are recognised and long-term relationships matter.

Whether your ambition is to build a long-term career as a Financial Services Administrator or develop into Paraplanning in the future, you’ll receive the support and opportunities to achieve your goals.

• Business Performance Bonus Scheme
• Hybrid working.
• 25 days annual leave plus Bank Holidays.
• Auto-enrolment pension scheme.
• Ongoing professional development and technical training.
• Support towards further professional qualifications.
• Clear career progression opportunities, including a structured pathway into Paraplanning for those who wish to develop.
• Free on-site parking.
• Join a growing independent financial planning practice where your contribution is recognised and valued.