Required Skills
- Administration
Job Summary
Business Administrator
Location: City of London
Salary: £26,000 – £30,000 + performance bonus
Hours: Monday – Friday, 9am–5pm
Working Pattern: Hybrid
About the Company
An award-winning and fast-growing financial planning firm is seeking a Business Administrator to join its expanding team.
The business delivers holistic, client-focused financial advice and has been recognised for its service quality and client outcomes. Due to continued growth, the company is strengthening its operations function.
The Role
This is a hands‑on role where you will manage client cases from initiation through to completion, working closely with advisers and internal teams. You will play an important part in ensuring efficient operations, high-quality documentation and excellent client experience.
Key Responsibilities
Operations
- Manage client cases from instruction through to completion
- Maintain and update CRM systems, including Salesforce
- Prepare suitability letters, reports and documentation
- Liaise with clients, providers and third parties
- Support preparation for paraplanning
Client Service
- Handle client queries via phone and email
- Provide updates and follow up on outstanding information
- Maintain a high standard of communication
Compliance and Quality
- Ensure documentation meets regulatory standards
- Maintain accurate records and audit trails
- Work within agreed service levels
Process Improvement
- Support development of internal processesIdentify and suggest improvementsAssist with onboarding and documentation
Candidate Requirements
Skills and Qualifications
Essential
- Strong attention to detail
- Excellent organisational skills
- Confident communication abilities
- Ability to manage multiple tasks effectively
- Proactive and problem‑solving mindset
Desirable
- Experience in financial services
- Experience using CRM systems such as Salesforce
Benefits
- Competitive salary (£26,000 – £30,000)
- Performance bonus
- Hybrid working
- Career development opportunities
- Ongoing training and support
- Collaborative team environment
- Career Progression
This role offers progression into:
Paraplanning
Financial advice
Operational or practice management
Required Skills
- Administration
Job Summary
Business Administrator
Location: City of London
Salary: £26,000 – £30,000 + performance bonus
Hours: Monday – Friday, 9am–5pm
Working Pattern: Hybrid
About the Company
An award-winning and fast-growing financial planning firm is seeking a Business Administrator to join its expanding team.
The business delivers holistic, client-focused financial advice and has been recognised for its service quality and client outcomes. Due to continued growth, the company is strengthening its operations function.
The Role
This is a hands‑on role where you will manage client cases from initiation through to completion, working closely with advisers and internal teams. You will play an important part in ensuring efficient operations, high-quality documentation and excellent client experience.
Key Responsibilities
Operations
- Manage client cases from instruction through to completion
- Maintain and update CRM systems, including Salesforce
- Prepare suitability letters, reports and documentation
- Liaise with clients, providers and third parties
- Support preparation for paraplanning
Client Service
- Handle client queries via phone and email
- Provide updates and follow up on outstanding information
- Maintain a high standard of communication
Compliance and Quality
- Ensure documentation meets regulatory standards
- Maintain accurate records and audit trails
- Work within agreed service levels
Process Improvement
- Support development of internal processesIdentify and suggest improvementsAssist with onboarding and documentation
Candidate Requirements
Skills and Qualifications
Essential
- Strong attention to detail
- Excellent organisational skills
- Confident communication abilities
- Ability to manage multiple tasks effectively
- Proactive and problem‑solving mindset
Desirable
- Experience in financial services
- Experience using CRM systems such as Salesforce
Benefits
- Competitive salary (£26,000 – £30,000)
- Performance bonus
- Hybrid working
- Career development opportunities
- Ongoing training and support
- Collaborative team environment
- Career Progression
This role offers progression into:
Paraplanning
Financial advice
Operational or practice management
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