Financial Services Administrator - Centralised Hub
Location:
London
Working Pattern:
Hybrid - 3 days per week in the office during probation, reducing to 2 days thereafter
About Our Client:
Our client is a multi-disciplinary, Chartered, award-winning financial planning practice supporting private clients, families, business owners and trustees.
Founded in 2014, the business has grown to support more than 1,000 family and business relationships and over £750m of client assets. Our client has been recognised across the profession, including as a New Model Adviser Top 100 UK Financial Planning Firm and Money Marketing Advice Firm of the Year.
The firm has continued to grow and as part of that continued growth, they are now creating a new centralised administration hub to support its wider Client Account Management function.
The successful candidate will receive a basic salary of £35,000 depending on experience & qualifications.
Other benefits include:
- Bonus: Discretionary annual bonus based on personal and business performance
- Pension
- Private Medical Insurance
- Income Protection: Permanent Health Insurance
- Holiday: 25 days plus bank holidays, with the option to purchase up to 5 additional days
- Childcare: Salary sacrifice childcare support
- Development: Financial and study support towards recognised industry qualifications and continued professional development
- Cycle to Work
Purpose of the role:
This is an opportunity for a Financial Planning Administrator who has already built a good foundation within IFA or wealth management administration and is looking for their next step.
You will join a newly created centralised hub, working alongside other administrators and an experienced Team Leader. The team will support the wider Client Account Management function with non-client-facing administration, helping to ensure work continues to move efficiently across the business.
The role will include areas such as file preparation, fund switches, trading and ongoing servicing activity. Unlike a traditional CAM position, you will not initially manage your own client relationships.
Importantly, this is seen as a developmental role. As your experience and technical knowledge grow, there will be scope to progress towards a more senior Client Account Manager position and greater responsibility within one of the adviser hubs.
Duties and Responsibilities:
- Complete financial planning administration on behalf of the wider Client Account Management team.
- Prepare client files and supporting documentation accurately and within agreed timescales.
- Process fund switches, trading instructions and ongoing servicing requests.
- Maintain accurate and compliant client records across the systems.
- Monitor allocated work and ensure tasks are completed within agreed SLAs.
- Work closely with the Team Leader and wider CAM team to ensure work is prioritised effectively.
- Provide additional support during periods of increased workload or team absence.
- Develop your knowledge of their systems, processes and service standards.
- Take increasing ownership of more complex administration as your experience develops
The Ideal Employee:
You will already understand the fundamentals of financial planning administration and be comfortable working with provider platforms, internal systems and regulated processes.
You do not need to be a finished Senior Administrator. They are looking for someone with a good foundation who is keen to develop their knowledge and take on greater responsibility over time.
You will be organised, accurate and comfortable managing your workload against agreed deadlines. You should also be willing to learn, ask questions and make use of the support available from more experienced colleagues.
This could be particularly suited to someone who enjoys financial planning administration but has reached the point where they would benefit from broader exposure, structured development and a clearer progression route.
Experience required:
2 Yearsexperience within an IFA, wealth management or financial planning administration role.
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Financial Services Administrator employer: Antony George Recruitment
This award-winning, independent Chartered financial planning firm near Wilmslow is an exceptional employer, offering a supportive work culture that prioritises employee well-being and professional growth. With benefits like hybrid working, generous holiday allowances, and fully funded exam support, the firm fosters a collaborative environment where paraplanners can thrive in their technical craft without the pressures of client-facing roles. Their commitment to integrity, growth, and excellence ensures that employees are valued and empowered to make meaningful contributions.
