Administrator

Trinity Lifetime Partners Ltd; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Annual Bonus Scheme

Financial Exam & Study Support

Job summary

A financial planning firm in London is seeking an Administrator to facilitate smooth case progression within a fast-paced environment. The ideal candidate should have at least 3 years of experience in financial services and be proficient in administrative tasks including client communication and support. A-level qualifications are essential, along with strong organisational skills. This role offers a full-time contract with a combination of office-based and hybrid working arrangements.

Qualifications

• 3+ years experience in a Financial Services setting.
• 3+ years experience in Financial Advice Administration preferred.
• Working knowledge of protection, investments, and pensions.

Responsibilities

• Manage the pipeline for case progression.
• Chase information from clients and providers.
• Support advisers with client documentation preparation.

Skills

Organised

Communication skills

Attention to detail

Time-management

Education

A-Level qualifications or equivalent

Bachelor’s degree in Finance or related field

Tools

Microsoft Office (Word, Excel, Outlook)

XPLAN

Dynamic Planner

Voyant

Job description

Location:

• London EC3V (5-days a week office-based while training)
• Hybrid (3-days a week office based from 3-6 months, dependent on progression)

Contract Type: Full-time, Permanent

Working Hours: Mon – Friday, 8.30am – 5.30pm

Reporting to: Manager – Technology and Operations, Head of Operations

Annual Bonus Scheme: Yes

Full Financial Exam & Study Support: Yes

The Role:

Trinity Lifetime Partners are a city-based, high-net-worth financial planning business dedicated to providing exceptional guidance and service to our clients. Due to ongoing business growth and internal role progression, we are excited to offer an opportunity to joint our team as an Administrator.

At Trinity Lifetime, our Administrators are an integral part of our business, ensuring that cases progress smoothly from the top of the pipeline through to completion. Regardless of the volume of new business generated, success depends on effective administration, proactive case management, and clear communication with clients and providers.

As an Administrator, you will sit within our Core+ Team, a growing team that currently consists of 15 multi-skilled Administrators, Paraplanners, PA’s and Financial Associates.

As an Administrator you will be at the forefront of client and provider contact, speaking with both on a daily basis as you take responsibility for progressing all active cases and keeping clients updated.

You will be involved with a variety of case types including Pension, Investment, Protection and Mortgage Advice. The ideal candidate will be highly organised, able to work independently with minimal supervision and have experience working in a fast-paced, professional services business or other regulated environment.

This role is ideal for either a career Administrator, or for somebody looking to gain further experience to promote long-term career development within financial services.

Role Requirements:

• A-Level qualifications or equivalent (essential).
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (preferred).
• 3+ Years experience in a Financial Services setting (essential).
• 3+ Years experience in Financial Advice Administration (preferred).
• A working knowledge of protection, investments and pensions (essential).
• Experience with a range of financial services providers and platforms (preferred).

Technical Skills:

• Proficient in Microsoft Office, particularly Word, Excel & Outlook.
• Familiarity with financial planning tools including XPLAN, Dynamic Planner & Voyant (advantageous but not essential).

Soft Skills & Personal Attributes:

• A high level of professionalism in communication, presentation and conduct.
• Excellent written and verbal communication skills.
• Exceptional attention to detail.
• Excellent time-management and organisational skills.
• Ability to work both independently and as part of a team. Flexible, proactive, and able to manage competing priorities.

Key Responsibilities:

• Proactively manage the pipeline to ensure cases progress efficiently.
• Chase outstanding information and documentation from clients, providers, lenders, GP surgeries, and third parties via phone and email.
• Identify missing or late fees and ensure regular fee reconciliation across multiple platforms.

Financial Administration & Adviser Support:

• Learn and maintain a detailed working knowledge of the end-to-end financial administration process.
• Support financial advisers with the preparation of client documentation, including client review packs.
• Maintain accurate and up-to-date records on the internal database and ensure all client data is managed in line with data protection and compliance requirements.

Client Engagement & Communication:

• Liaise with clients to obtain outstanding documentation and provide timely updates.
• Respond to client queries and provide high-quality administrative support.
• Learn how to add value to client interactions and support clients in achieving their financial goals.

Compliance, Ethics & Professional Standards:

• Adhere to all regulatory standards, company policies, and network requirements.
• Maintain strict confidentiality at all times.
• Uphold the firm’s core values, integrity, and professionalism in all interactions.

How to Apply:

Interested candidates should submit their CV and a short covering email (no more than 200 words) explaining their interest in the role to [e-mail]