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
o Strong attention to detail
o Excellent organisational skills
o Confident communication abilities
o Ability to manage multiple tasks effectively
o Proactive and problem‑solving mindset
Desirable
o Experience in financial services
o Experience using CRM systems such as Salesforce
Benefits
o Competitive salary (£26,000 – £30,000)
o Performance bonus
o Hybrid working
o Career development opportunities
o Ongoing training and support
o Collaborative team environment
o Career Progression
This role offers progression into:
Paraplanning
Financial advice
Operational or practice management
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