Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the office manager and financial adviser with admin tasks and case management.
- Company: Join a dynamic financial services firm in the heart of London.
- Benefits: Enjoy a hybrid work model with 3 days in the office and 2 days remote.
- Why this job: Be part of a high-performance culture that values client service and teamwork.
- Qualifications: Ideal for those with GCSE/A-Level qualifications and a knack for IT and organisation.
- Other info: Embrace a diverse team culture and contribute to wellbeing initiatives.
The predicted salary is between 36000 - 60000 £ per year.
Social network you want to login/join with:
col-narrow-left
Client:
Location:
London, United Kingdom
Job Category:
Other
–
EU work permit required:
Yes
col-narrow-right
Job Reference:
1ded3675b111
Job Views:
24
Posted:
12.08.2025
col-wide
Job Description:
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 days remotely.
PRINCIPAL DUTIES
- Review submitted cases and ensure documentation is correct before cases are submitted.
- Point of contact for Adviser / PA queries in relation to submissions and issues.
- Updating cases and Adviser/PA on Xplan.
- Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
- Respond to queries and escalate to Team Manager as required.
- Complete and submit cases on the relevant systems.
- Track all issues in issues log and ensure they are addressed and closed.
- Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
- Update Business Register on cases submitted and noting outstanding requirements.
- Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
- Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
- Provide quarterly reporting to Advisers on turnover status
PERSON SPECIFICATION
- Experience of working within financial services preferable.
- Understanding of financial products will be an advantage.
- Good GCSE or A-Level result and proficient at all IT packages.
- Excellent organisational and administration skills, who demonstrates good attention to detail.
- Ability to proactively use initiative to problem solve and anticipate next steps.
- A driven individual with a focus on client service and contributing towards a high-performance culture.
- Adaptable to change management plans and advocate to business initiatives.
- IT technically proficient including Office 365.
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
OFFICE LOCATION
Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.
#J-18808-Ljbffr
Financial Administrator (Xplan) - London employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Xplan) - London
✨Tip Number 1
Familiarise yourself with Xplan, as it's a key tool for this role. Consider taking an online course or watching tutorials to get a solid understanding of its functionalities and how it integrates into financial administration.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work with financial administrators. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Demonstrate your organisational skills by creating a mock case management system. This will not only showcase your attention to detail but also your proactive approach to managing tasks efficiently.
✨Tip Number 4
Research the company culture and values of the client. Tailor your conversations during interviews to reflect how you align with their commitment to inclusivity and high-performance culture.
We think you need these skills to ace Financial Administrator (Xplan) - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasise any previous roles where you managed documentation or supported financial advisers, as this will resonate with the job description.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job requirements, such as your attention to detail and ability to manage queries effectively.
Showcase IT Proficiency: Since the role requires proficiency in IT packages, particularly Office 365 and Xplan, mention any relevant experience or certifications you have. This will demonstrate your technical capabilities to the employer.
Highlight Problem-Solving Skills: Provide examples in your application of how you've proactively solved problems in previous roles. This could include managing case submissions or addressing client queries, which are key responsibilities in this position.
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Financial Products
Brush up on your knowledge of financial products, as understanding these will give you an edge in the interview. Be prepared to discuss how your experience relates to the financial services sector and how it can benefit the team.
✨Demonstrate Attention to Detail
Since the role requires reviewing documentation and ensuring accuracy, be ready to provide examples from your past experiences where your attention to detail made a difference. Highlight any specific instances where you caught errors or improved processes.
✨Showcase Your IT Proficiency
Familiarise yourself with Xplan and other relevant IT packages mentioned in the job description. During the interview, mention any similar systems you've used and how quickly you adapt to new technologies.
✨Emphasise Team Collaboration
The role involves liaising with advisers and PAs, so it's crucial to demonstrate your ability to work well in a team. Share examples of how you've successfully collaborated with others in previous roles, especially in a hybrid working environment.
