Administration Assistant

Office Angels; Greater London; On-site; GBP 30,000 - 32,000; Full time

Job summary

Office Angels is seeking an Administration Assistant in the Financial Services sector to support a team of advisers in City of London. The role focuses on delivering an exceptional client experience while handling client relationships, documentation, and regulatory requirements.

The successful candidate will join a professional, fast-paced environment with responsibilities spanning onboarding, AML compliance, CFR digitisation, and new business processing.

Qualifications

• Previous experience within a financial services environment.
• Strong attention to detail and a commitment to maintaining high levels of accuracy.
• Excellent organisational and problem-solving skills.
• Professional, personable communication with clients and colleagues.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint).
• Background in administration, client servicing or a similar role within the industry.
• Understanding of high-net-worth client expectations and service requirements.

Responsibilities

• Act as a primary contact for client administration and onboarding activities, ensuring a seamless client journey.
• Conduct AML and compliance checks in accordance with regulatory standards.
• Upload and maintain client records, including digitising CFRs and updating internal systems.
• Process new business applications from submission through to completion, ensuring all requirements are met.
• Liaise with clients to obtain outstanding documentation, forms, and funds to progress cases.
• Prepare and draft Suitability Reports and associated documentation for investment recommendations.
• Monitor and manage the new business pipeline, tracking cases and resolving issues for timely completion.
• Coordinate client communications, including greetings, electronic correspondence, and postal enquiries.
• Build strong relationships with advisers, administration teams, and external providers to resolve queries.
• Process policy servicing requests, including encashments and premium amendments.
• Maintain accurate, compliant client information across systems and records.
• Assist with client events, marketing activities, and broader team support.
• Support paperless working practices through effective document management and digital record keeping.
• Contribute to business improvement projects and provide general administrative support.

Skills

Attention to detail

Communication skills

Organisational skills

Microsoft Office

Tools

Microsoft Office Suite

Job description

Administration Assistant - Financial Services

30,000 - 32,000 DOE
Permanent, Full Time

8:30am - 5:30pm

City of London - Near Liverpool Street Station

This is an excellent opportunity for an organised, proactive, and client-focused individual to join a successful financial planning team. Working closely with several Financial Advisers, you will play a key role in delivering an exceptional client experience while supporting the efficient management of client relationships, business processing, and regulatory requirements.

The role would suit someone with a genuine interest in financial services, strong administrative skills, and a passion for providing outstanding support in a fast-paced environment.

Key Responsibilities:

• Act as a primary contact for client administration and onboarding activities, ensuring a seamless client journey.
• Conduct Anti-Money Laundering (AML) and compliance checks in accordance with regulatory standards.
• Accurately upload and maintain client records, including digitising Client Financial Reviews (CFRs) and updating internal systems.
• Process new business applications from submission through to completion, ensuring all requirements are met efficiently.
• Liaise with clients to obtain outstanding documentation, application forms, and funds required to progress cases.
• Prepare and draft Suitability Reports and associated documentation for investment recommendations.
• Monitor and manage the new business pipeline, tracking cases and resolving any issues to ensure timely completion.
• Coordinate client communications, including birthday greetings, electronic correspondence, and postal enquiries.
• Build strong relationships with advisers, administration teams, and external providers to resolve operational and client-related queries.
• Process policy servicing requests, including encashments, surrenders, and premium amendments.
• Maintain accurate, compliant, and up-to-date client information across all systems and records.
• Assist with client events, marketing activities, and broader team support initiatives.
• Support the firm's paperless working practices through effective document management and digital record keeping.
• Contribute to business improvement projects and provide general administrative support as required.

Requirements:

• Previous experience within a financial services environment.
• Exceptional attention to detail and a commitment to maintaining high levels of accuracy.
• Strong analytical, organisational, and problem-solving skills.
• Professional, personable, and confident communication skills when dealing with clients and colleagues.
• Proven experience in an administrative or client support role.
• An understanding of the expectations and service requirements of high-net-worth clients.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Background in administration, client servicing, customer support, financial planning support, or a similar role within the industry.

This is an exciting opportunity to grow your career in a professional and exciting environment. You will be part of a collaborative team, contributing to the overall success of the organisation.