Location: City of London
Salary: £26,000 – £30,000 + performance bonus
Hours: Monday – Friday, 9am–5pm
Working Pattern: Hybrid
An award-winning and fast-growing financial planning firm is seeking a Business Administrator to join its expanding team.
The business delivers holistic, client-focused financial advice and has been recognised for its service quality and client outcomes. Due to continued growth, the company is strengthening its operations function.
The Role
This is a hands-on role where you will manage client cases from initiation through to completion, working closely with advisers and internal teams.
You will play an important part in ensuring efficient operations, high-quality documentation and excellent client experience.
Key Responsibilities
Operations
* Manage client cases from instruction through to completion
* Maintain and update CRM systems, including Salesforce
* Prepare suitability letters, reports and documentation
* Liaise with clients, providers and third parties
* Support preparation for paraplanning
Client Service
* Handle client queries via phone and email
* Provide updates and follow up on outstanding information
* Maintain a high standard of communication
Compliance and Quality
* Ensure documentation meets regulatory standards
* Maintain accurate records and audit trails
* Work within agreed service levels
Process Improvement
* Support development of internal processes
* Identify and suggest improvements
* Assist with onboarding and documentation
Candidate Requirements
Essential
* Strong attention to detail
* Excellent organisational skills
* Confident communication abilities
* Ability to manage multiple tasks effectively
* Proactive and problem-solving mindset
Desirable
* Experience in financial services
* Experience using CRM systems such as Salesforce
What is offered
* Competitive salary (£26,000 – £30,000)
* Performance bonus
* Hybrid working
* Career development opportunities
* Ongoing training and support
* Collaborative team environment
Career Progression
This role offers progression into:
* Paraplanning
* Financial advice
* Operational or practice management
Salary description
£26000.00 - £30000.00 per year