About

Are you an organised, proactive and detaildriven administrator looking to build a longtermcareer in Financial Services?My client, a highly respected and professional financial planning firm, is seeking anenthusiastic Administrator to join their Centralised Administration Team. This is anexcellent opportunity for someone who thrives in a fastpaced environment and wants genuinecareer progression.The RoleYou’ll play a key part in supporting advisers and ensuring clients receive an exceptionalservice. Responsibilities include: Taking ownership of administrative tasks and maintaining accurate client records Completing data entry with precision and within agreed timelines Reading client reports to understand circumstances and advice rationale Preparing and submitting applications to product providers Processing fund switches and updating valuations Managing LOAs, gathering plan information and updating client files Liaising with providers, clients and internal teams to progress cases Handling client queries when advisers are unavailable Preparing review packs and documentation for client meetings Managing the ongoing client review process and ensuring compliance standards aremet Processing review actions and assisting with monthend reporting Proactively managing your own workflow and keeping the Team Lead updated Attending team meetings and contributing to continuous improvement Occasionally attending client meetings to provide administrative support Completing training and developing technical knowledge over timeAfter your first year, you’ll begin handling more technical cases as your expertise grows.About YouTo succeed in this role, you’ll bring: 1–2 years’ experience in a fastpaced financial administration role Strong understanding of the financial advice process