Our client is looking for a highly experienced and motivated Administrator to join their growing team in the financial services sector. The ideal candidate will have experience in the financial services industry, with a strong background in administering various financial products. Company Benefits: * Company pension scheme. * Private Medical Insurance (PMI) and other health-related benefits. * Income Protection (IP) and Death in Service (DIS) coverage. * Discretionary and performance-related annual bonuses. * 22 days annual leave, plus one additional day for each year of service, up to a maximum of 25 days. Key Responsibilities: * Manage the processing of new business for both individual and corporate clients, ensuring all documentation and regulatory requirements are met in a timely manner. * Possess extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts (VCTs), pensions (individual and group), Private Medical Insurance (PMI), and Life Insurance-related business. * Confidently liaise with clients and internal teams over the phone, delivering excellent service while maintaining a professional and approachable manner. * Be highly skilled in using XPlan software, with a focus on fee reconciliation and other related functionalities. This will be a critical part of your daily tasks. * Provide comprehensive administrative support to financial advisors and advisory support teams, ensuring smooth operations and compliance with company procedures. * Demonstrate excellent numeracy skills and proficiency in using Excel for data analysis, reporting, and other administrative tasks. Experience and Skills Requirements: * Experience in financial services, with a solid understanding of financial products and services. * Diploma-level qualification in Financial Services (or working towards) is essential. * Proficient in using XPlan software, with a particular focus on fee reconciliation features. * Strong skills in Microsoft Excel, with the ability to analyse data and generate reports. * Confident and articulate when speaking on the phone with clients and team members. * A team player who is able to collaborate effectively with advisory and admin teams. * Excellent numerical ability with an attention to detail and accuracy. If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted