Financial Administrator – Pensions & Investments

About the role

This permanent, full‑time position supports a team of financial advisers in a well‑established advisory firm. You will provide comprehensive administrative assistance across pensions, investments and protection products, ensuring high‑quality client service.

Key responsibilities

• Process new business applications for pensions, investments and protection.
• Maintain accurate client records and documentation.
• Use Intelligent Office (IO) to manage workflows, client data and administrative tasks.
• Liaise with product providers such as Fidelity, Aviva and Quilter.
• Process contributions, withdrawals, fund switches and fee calculations.
• Prepare client review packs and supporting documentation.
• Monitor cases through to completion and handle queries professionally.
• Support compliance with FCA regulations and internal procedures.
• Assist the wider administration team as needed.

Required profile

• Minimum 2 years’ experience in financial services administration (IFA or wealth management).
• Strong understanding of pensions, investments and protection products.
• Excellent organisational skills and attention to detail.
• Confident written and verbal communication.
• Proactive, self‑motivated and able to manage workload effectively.
• Fully office‑based and a strong team player.

Required skills

• Intelligent Office (IO) – workflow and client data management.

What we offer

• Competitive salary £30,000 – £35,000 per year.
• Pension scheme, death in service cover, income protection and private medical insurance.
• Approximately 26 days holiday plus bank holidays.
• Fully funded professional exams and ongoing training.
• On‑site parking, bi‑annual company trips abroad and alternate UK trips.