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Senior Administrator
Senior Financial Services Administrator
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.
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, ensuring 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; stay informed of industry and legislative changes.
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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.
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Cultural Fit
- Positive attitude and an eagerness to embrace change.
- Employs our “We Win Together” values—supportive, respectful, and always ready to help a teammate.
- A natural role model, bringing energy and mentorship to the wider team.
What We Offer
- A welcoming, team-oriented culture where your work truly matters.
- Clear opportunities for personal and professional growth.
- A company that celebrates integrity, client-first service, and a shared commitment to excellence.
Benefits
As a valued “PenLifer”, you’ll enjoy a host of perks designed to support both your wellbeing and career journey:
- Performance-based bonus scheme
- Competitive salary
- Employee-Owned Trust (EOT) bonus
- 25 days annual leave + Bank Holidays
- Health scheme with access to counselling services
- Subsidised gym membership
- Company-funded social events and surprise “mystery days”
Ready to Join Us?
If you're an experienced IFA Administrator looking to take the next step in your career, we’d love to hear from you.
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