Financial Services Administrator (Hybrid)

About the role

We are seeking a Financial Services Administrator to join an independent financial planning practice in Uxbridge. The role is hybrid, offering a blend of office and home working, and supports advisers and clients throughout the financial planning process.

Key responsibilities

• Provide comprehensive administrative support to Financial Advisers and Paraplanners.
• Manage end‑to‑end processing of new business across pensions, investments and protection.
• Handle Letters of Authority, coordinating with providers to obtain required information.
• Support the Annual Review Service by preparing review packs, obtaining valuations and scheduling reviews.
• Prepare documentation and client information for meetings.
• Liaise with providers, platforms and third parties to progress cases and resolve queries.
• Maintain accurate client records and workflows within Intelligent Office.
• Assist Paraplanners with report preparation and related administration.
• Provide proactive updates to clients, ensuring high‑quality customer service.
• Identify and suggest improvements to administrative processes.

Required profile

• Previous experience in a Financial Services Administration role.
• Good understanding of pensions, investments and protection products.
• Excellent organisational skills and strong attention to detail.
• Ability to manage multiple cases and prioritise workload.
• Professional and personable approach when dealing with clients.

Required skills

• Microsoft Office applications
• Intelligent Office (CRM system)