Senior Financial Services Administrator

Senior Financial Services Administrator

Gatwick

Hybrid Working

£35,000 to £42,000

NJR Recruitment is delighted to be working with a well-established and highly regarded financial planning firm that is looking to appoint an experienced Senior Financial Services Administrator to join their growing team.

This is an excellent opportunity for an accomplished Financial Services Administrator looking to take the next step in their career. Offering hybrid working, free parking and the chance to work alongside experienced Financial Advisers and Paraplanners, this role is ideal for someone who enjoys delivering exceptional client service while supporting the development of colleagues and contributing to continuous business improvement.

The Role

As a Senior Financial Services Administrator, you will provide high-quality administrative, operational and client servicing support across a wide range of financial planning activities. Acting as a technical point of contact within the team, you will play a key role in ensuring clients receive an efficient, accurate and professional service.

Key responsibilities include:

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• Providing comprehensive administrative support to Financial Advisers and Paraplanners.
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• Preparing client documentation, correspondence and meeting packs.
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• Processing new business, top-ups, fund switches and investment transactions through provider platforms.
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• Managing Letters of Authority and liaising with providers to obtain client information.
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• Supporting investment and pension administration, ensuring work is completed accurately and within agreed service levels.
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• Coordinating annual review processes, including meeting preparation and follow-up actions.
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• Maintaining accurate client records using Intelligent Office (Intelliflo) and ensuring regulatory compliance.
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• Producing fee expectations, invoices and finance-related documentation.
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• Assisting with report writing and client servicing activities.
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• Supporting platform migration projects and continuous process improvements.
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• Providing guidance, training and day-to-day support to less experienced administrators.
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• Working collaboratively across teams while maintaining exceptional standards of client service.
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About You

To be successful in this role, you will have:

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• Previous experience within an IFA or Financial Planning administration role.
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• Strong working knowledge of Intelligent Office (Intelliflo).
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• Experience processing pensions, investments and new business through provider platforms.
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• Excellent organisational skills with the ability to manage multiple priorities.
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• Exceptional attention to detail and a commitment to accuracy.
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• Strong communication and relationship-building skills.
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• Confidence working independently while supporting colleagues when required.
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• A proactive and adaptable approach with a passion for delivering excellent client outcomes.
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What's on Offer?

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• Salary up to £42,000
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• Hybrid working
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• Free on-site parking
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• A supportive and collaborative team environment
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• Opportunity to work with experienced advisers and paraplanners
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• Long-term career development within a growing financial planning business
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Apply today via NJR Recruitment or call quoting the reference NJR16882

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.