Financial Administrator (Xplan) - London

Artemis Recruitment Consultants Ltd; London; Hybrid; GBP 28,000 - 33,000; Full time

Job summary

A leading company in London is seeking a Financial Administrator to support their financial advisory team. The role involves administrative duties including managing client queries, updating cases, and ensuring documentation accuracy. The position offers a hybrid work model with an emphasis on a high-performance culture.

Qualifications

• Experience in financial services is preferable.
• Understanding of financial products is an advantage.
• Proficient in IT packages with a focus on Office 365.

Responsibilities

• Provide administration support to the office manager and financial adviser.
• Manage and update cases on Xplan.
• Act as the point of contact for queries related to submissions.

Skills

Organizational Skills

Attention to Detail

Problem Solving

Client Service

IT Proficiency

Education

Good GCSE or A-Level results

Tools

Office 365

Job description

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

11/05/2025

Type of Position: Financial Administrator (Xplan) - London
Pay: £28k - £33k
Reference: Holborn2

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 days remotely.

PRINCIPAL DUTIES

• Review submitted cases and ensure documentation is correct before cases are submitted.
• Point of contact for Adviser / PA queries in relation to submissions and issues.
• Updating cases and Adviser/PA on Xplan.
• Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
• Respond to queries and escalate to Team Manager as required.
• Complete and submit cases on the relevant systems.
• Track all issues in issues log and ensure they are addressed and closed.
• Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
• Update Business Register on cases submitted and noting outstanding requirements.
• Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
• Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
• Provide quarterly reporting to Advisers on turnover status

PERSON SPECIFICATION

• Experience of working within financial services preferable.
• Understanding of financial products will be an advantage.
• Good GCSE or A-Level result and proficient at all IT packages.
• Excellent organisational and administration skills, who demonstrates good attention to detail.
• Ability to proactively use initiative to problem solve and anticipate next steps.
• A driven individual with a focus on client service and contributing towards a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
  

OFFICE LOCATION

Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .