Required Skills Strong attention to detail and a passion for doing things thoroughly. Job Summary A highly regarded, award-winning financial planning firm is seeking a proactive and detail-oriented Business Administrator to join their growing team. Known for their people-first approach and commitment to building long-term client relationships, this firm offers a collaborative and supportive working environment where development is genuinely encouraged. The team provides holistic financial advice to professionals and families across the UK, with services ranging from mortgage and investment advice to retirement and estate planning. Their success has been recognised with several prestigious industry awards, including Micro Wealth Management Firm of the Year at the MoneyAge Awards and Best Personal Financial Planning Specialist. This is a fantastic opportunity for someone who enjoys variety in their role and thrives in a purpose-led business that values trust, transparency, and meaningful support. As our Business Administrator, you will play a vital role in the smooth running of our mortgage and financial planning services. You will be the central point of contact behind the scenes, ensuring accuracy, clarity and outstanding service every step of the way. Experience Strong attention to detail and a passion for doing things thoroughly. Confident communication skills: both written and verbal. Ability to juggle multiple tasks while staying calm, focused and organised. Tech-savviness, especially with Microsoft Office (Salesforce experience is a plus). Experience within Financial services is a bonus but not essential. A solutions mindset and a genuine desire to support both clients and team members. A sense of pride in providing a premium service experience. Job Responsibilities Own the process: Manage business and mortgage applications from submission to completion with accuracy and efficiency. Be the connector: Communicate clearly with clients, lenders, solicitors, estate agents and internal advisers to keep things moving. Stay compliant: Review client documentation, update CRM (Salesforce) and ensure everything meets regulatory standards. Deliver excellence: Respond to client queries via phone and email in a warm, professional and timely manner. Be proactive: Monitor application progress, chase outstanding information and keep all parties informed. Support the team: Assist with wider office admin and step in where needed, collaboration is everything here. Job Benefits Bonus: Performance-related and based on clear, achievable KPIs Development: Opportunities for training, upskilling and growing your career as we grow Free on-site parking Expenses covered for London travel Culture: A close-knit, collaborative team environment where your voice is heard and your contributions matter Desired Skills Salesforce Financial Services