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)

About the Company

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.

The Opportunity

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.

Key Responsibilities

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

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:

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

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.

Benefits

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