Financial Services Administrator (hybrid) - Antony George Recruitment : Job Details

Senior Administrator

London (Fleet Street) | Hybrid (2 days in office) | £40,000–£45,000

We’re hiring a Senior Administrator to join a small, high-performing team. This is a career-defining role supporting advisers who work with high-net-worth and ultra-high-net-worth clients – where professionalism, precision, and organisation make all the difference.

Why join?

• Work in a close-knit team with two advisers, not a large corporate machine.
• Exposure to varied, interesting cases – no two days are the same.
• Trusted to work independently – no micromanagement.
• Flexibility: 4 or 5 days a week, with hybrid working (2 days in Fleet Street).
• Competitive salary above market rate.

What you’ll do

• Manage Letters of Authority and new business administration across pensions, investments, and protection.
• Keep client records up to date in Intelligent Office (IO).
• Support compliance approval and prepare documentation for client reviews.
• Liaise with providers and clients, ensuring cases progress smoothly.
• Take ownership of adviser diary management and wider team admin.
• Provide reliable, detail-driven support that enables advisers to focus on clients.

What we’re looking for

• At least 5 years’ experience in financial services administration.
• Exposure to HNW/UHNW clients.
• Exceptional organisation and attention to detail – nothing slips through the cracks.
• Confident communication skills and professional presentation.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Desirable: experience with Intelligent Office, FE Analytics, or Voyant; understanding of trusts and tax-efficient investments.

What you’ll get

• £40–45k base salary.
• 25 days holiday
• pension,
• death in service.
• A trusted, flexible working culture.
• The chance to grow as the team grows, with scope to mentor others in the future.

Apply now to become the cornerstone of a team working at the very top end of financial planning.