Client‑Focused Financial Planning Administrator

Brevere Group; East Midlands; On-site; GBP 22,000 - 30,000; Full time

Job summary

Brevere Group in the United Kingdom is seeking a Financial Services Administrator to join a friendly, professional financial planning team. You will support advisers, coordinate annual reviews and ensure every case is handled smoothly from start to finish.

This role focuses on organisation, client care and attention to detail, with opportunities for personal development within an FCA-regulated environment and ongoing training in pensions, investments and back-office systems.

Qualifications

• Previous administration experience.
• Excellent organisation and attention to detail.
• Strong communication and relationship-building skills.
• Proficient with Microsoft Office.
• Proactive, client-focused approach.

Responsibilities

• Manage annual review appointments and client communications.
• Prepare reports and client documentation.
• Maintain accurate client records and processing updates.
• Liaise with providers and progress Letters of Authority.
• Support investment withdrawals and death claim administration.
• Keep workflows on track while ensuring FCA compliance.

Skills

Organisational skills

Client care

Attention to detail

Communication skills

Microsoft Office

Proactive approach

Tools

CRM software

Job description

Brevere Group in the United Kingdom is seeking a Financial Services Administrator to join a friendly, professional financial planning team. You will support advisers, coordinate annual reviews and ensure every case is handled smoothly from start to finish.

This role focuses on organisation, client care and attention to detail, with opportunities for personal development within an FCA-regulated environment and ongoing training in pensions, investments and back-office systems.