At PenLife Associates, we’re not your average Chartered Financial Planning firm. We’re a people-first, client-obsessed bunch who believe that happy, skilled people are the secret to delivering the very best service. Our culture? Think family vibes, open doors, and a dash of Yorkshire quirkiness. We’re proud of our reputation for excellence, but even prouder of the way we look after each other.
About the Role
Are you an experienced Financial Services Administrator ready to step into a senior role where you can truly make an impact? We're looking for someone who thrives on ownership, takes pride in high-quality work, and enjoys being a key part of a collaborative, high-performing team. As a Senior Administrator, you'll be the essential support behind our Financial Planners - streamlining their day, elevating client service, and ensuring every process meets the highest industry standards.
This is a brilliant opportunity to join a company that values integrity, personal development, and working together to achieve exceptional outcomes.
What Makes Us Different?
- “Working at PenLife isn’t like any other office I have worked in. We are all made aware that we are all important members of staff and one can’t work without the other.” – Nicola O’Mahon
- “I love working at PenLife - no two days are the same, and I’m lucky to be part of a team that’s supportive, fun, and always ready to roll up their sleeves and get stuck in together.” – Nina Wright
- “Having been at PenLife for over 11 years, I can honestly say it is a very rare place to work. The culture is supportive, the team feels like family...” – Louis Maddison
Key Responsibilities
In this role, you will:
- Own Your Day: Manage your workload independently with efficiency, accountability, and a focus on excellence.
- Support Our Financial Planners: Take charge of Financial Planners’ diaries and ensure seamless scheduling, communication, and client touchpoints.
- Be Client-Facing: Confidently communicate with clients, attend meetings alongside Financial Planners, and manage complex or technical cases from start to finish.
- Deliver End-to-End Case Management: Process new business, monitor progression, and handle all aspects of client servicing with precision.
- Raise the Admin Bar: Prepare high-quality documentation, meeting notes, and suitability report drafts, all while keeping compliance front and centre.
- Champion Compliance & Standards: Operate within regulatory frameworks and company values, staying informed of industry and legislative changes.
What We’re Looking For
Professional Experience:
- Previous experience in an IFA (Independent Financial Adviser) administration role is essential - you’ll already know the ins and outs of supporting Financial Planners in a fast-paced financial services environment.
- Sound knowledge of financial products including pensions, investments, and protection.
- Confident using industry-specific platforms and CRMs.
- Experience in liaising with providers and managing end-to-end client processes.
Key Skills:
- Excellent written and verbal communication skills.
- High proficiency in Microsoft Office (Word, Excel) and relevant financial services software.
- Strong numeracy and attention to detail.
- Ability to multitask, prioritise, and maintain exceptional organisation in a dynamic environment.
Personal Attributes:
- Professional, dependable, and adaptable.
- Self-motivated and proactive, with a can-do approach to problem-solving.
- Meticulous, methodical, and committed to quality.
- A team player who enjoys mentoring others and thrives in a collaborative setting.
What We Offer:
- A welcoming, team-oriented culture where your work truly matters.
- A company that celebrates integrity, client-first service, and a shared commitment to excellence.
- Health Scheme (with access to counselling)
- 25 Days Holiday + Bank Holidays (office closes over Christmas!)
- Salary Sacrifice Options
- Performance-based bonus scheme
- Pension Contributions (no adviser fees)
- Sick Pay & Death In Service Policy
- Subsidised Bannatyne Gym Membership
- Funded Socials & Mystery Days - anything from walking alpacas, welly wanging, cracking the Crystal Maze to feeding lions and soapbox racing!
- Monthly Team Superstar Cash Award & Giant Bar of Dairy Milk!
- Fruits, snacks, hot and cold drinks, and the odd surprise gift!
Why PenLife?
- “The working culture here is truly second to none.” – Adam Dent
- “The culture is supportive, the team feels like family, and there is genuine care for both staff and clients in everything we do.” – Louis Maddison
- “Every employee is treated as an equal which is rare in the hierarchical society we live in, and the office environment is always a happy and supportive place.” – Meghan Greig
- “I enjoy working for a company that has client care as its focus but also appreciates and rewards hard work by its staff. There is a great team spirit.” – Karen Whiting
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Senior Financial Services Administrator employer: PenLife Associates
At PenLife Associates, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and professional growth. Located in the beautiful region of York and North Yorkshire, we provide our employees with competitive salaries, performance bonuses, and generous annual leave, ensuring a healthy work-life balance while fostering a proactive environment for career development.
