Financial Services Administrator - London - Hybrid - Salary up to £35k study support (US) - Financial Divisions : Job Details

Centralised Support Team

Are you a detail-driven, proactive administrator with a passion for financial services? Join a dynamic and fast-paced environment where your organisational skills and client-first mindset will be valued and nurtured.

We’re seeking a confident and capable individual to provide high-quality administrative support within a centralised team, helping deliver exceptional service to clients and advisers alike.

What You’ll Be Doing

• Owning and maintaining accurate client records
• Preparing and submitting applications to product providers
• Reading client reports to understand advice rationale
• Processing fund switches, valuations, and Letters of Authority
• Liaising with providers, clients, and internal teams to track progress
• Supporting advisers with meeting prep and client reviews
• Handling client queries and maintaining confidentiality
• Attending team meetings and contributing to shared goals
• Progressing to handle more technical cases after your first year

What You’ll Bring

• 1–2 years’ experience in financial administration
• Solid understanding of pensions, investments, and the advice process
• High accuracy, strong numeracy and literacy skills
• Excellent communication and interpersonal abilities
• Proficiency in Microsoft Word and Excel (Intelligent Office a plus)
• A positive, enthusiastic attitude and a drive to grow

Why You’ll Love It Here

• Clear career progression and development opportunities
• Competitive salary and benefits
• Supportive, sociable, and professional team culture
• Exposure to a wide range of financial planning cases
• A role that grows with you—technical training and client-facing opportunities included

If you're results-driven, analytical, and ready to build a rewarding career in financial services, we’d love to hear from you.

Apply now and take the next step in your professional journey.