CLEVER FINANCIAL SERVICES LTD
Financial Planning Administrator
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Clever Financial Services
Clever Financial Services has grown rapidly over the last 12 years, and we're expanding the team to keep pace. We're looking for a capable administrator who wants to build a long-term career in financial services — and share in the success they help create.
You'll sit at the centre of how cases move from application to completion. As the firm grows, your remit will grow with it — into compliance, reporting, systems and wider operations. The people who join early and take ownership are the ones who shape where this business goes next.
What you'll do
Pensions & Investments
- Prepare and process new business and transfers for pensions, ISAs, investments and bonds, liaising with providers and platforms.
- Obtain plan information, valuations and illustrations through Letters of Authority.
- Prepare valuation and review packs ahead of client annual reviews.
- Keep records accurate on Intelligent Office (Intelliflo) and provider platforms.
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Mortgages & Protection
- Prepare and manage mortgage and protection case files, progressing applications through to completion or policy start.
- Liaise with lenders, insurers, solicitors and clients; chase outstanding requirements and keep cases moving.
- Maintain accurate records across business systems e.g. OMS, Connect and lender portals.
Compliance, data & client care
- Carry out case checks so files meet regulatory and firm standards, with clean audit trails.
- Build spreadsheets, trackers and management information in Excel; work confidently across Microsoft 365.
- Keep clients updated clearly and professionally, handling confidential information with discretion.
What we're looking for
- Excellent attention to detail and strong case-management discipline.
- Confidence with numbers, Excel and back-office/CRM systems, and the ability to pick up new tools fast.
- Clear, professional communication and a proactive, take-ownership approach.
- The right to work in the UK.
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Desirable:
- Experience in financial services administration (pensions, investments, mortgages or protection).
- Familiarity with Intelliflo, OMS or lender portals.
- Awareness of FCA requirements.
- Relevant qualifications or the drive to work towards them.
Salary
Salary depending on experience, with substantial growth potential · Full-time
Why this role
Broad, hands-on exposure across a regulated business that's actively growing — the kind of foundation that becomes a serious long-term career for someone genuinely motivated. We back professional development, and as your capability grows, so will your responsibilities, your pay and your progression.
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