Financial Administrator – Client Services & Back‑Office

About the role

This full‑time Financial Administrator role supports a busy financial planning practice, acting as the primary point of contact for client queries on pensions, investments and protection. You will work closely with advisers and paraplanners to ensure smooth back‑office operations and high‑quality client service.

Key responsibilities

• Handle incoming client calls, emails and enquiries regarding financial products.
• Process new business applications and maintain accurate client records.
• Prepare client review packs for annual and tri‑annual meetings.
• Arrange client meetings, manage advisers’ diaries and coordinate portfolio illustration requests.
• Provide back‑office support and ensure compliance with company procedures.

Required profile

• Previous experience in a financial planning firm (essential).
• Ability to manage and prioritise workloads in a fast‑paced environment.
• Strong communication, organisational and analytical skills.
• Positive attitude, team player and flexible approach.

Required skills

• Working knowledge of Intelligent Office (IO) and other financial platforms.

What we offer

• Salary £28,000‑£32,000 per year, dependent on experience.
• Professional industry exams paid for with study support.
• 25 days holiday plus holiday purchase scheme and a day off on your birthday.
• In‑house training academy, annual salary review and career progression to paraplanner or adviser roles.
• Life assurance, pension scheme and other employee benefits.