Financial Planning Administrator

ZipRecruiter; Stevenage; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A financial planning business in Stevenage is seeking a Senior Administrator / Team Leader. The role involves supervisory responsibilities as well as managing complex client administration cases. Ideal candidates will have a strong background in financial services, particularly in pensions and investments, along with excellent communication skills. This position offers a salary of up to £40,000, a competitive benefits package, and a hybrid working model allowing flexibility.

Benefits

Competitive benefits package

Career progression opportunities

Qualifications

• Strong background in financial services administration, ideally pensions and investments.
• Experience supervising, mentoring, or training junior team members.
• Excellent communication and interpersonal skills.

Responsibilities

• Act as a point of contact for training and guidance within the team.
• Supervise and mentor junior administrators, handling escalations.
• Manage complex administration cases across pensions and investments.

Skills

Financial services administration

Supervising team members

Excellent communication

High organization

Attention to detail

Job description

Job Description

Senior Administrator / Team Leader

Stevenage, Hertfordshire (Hybrid)

Salary: Up to £40,000 + benefits

Overview

We are recruiting for a Senior Administrator / Team Leader to join a growing financial planning business based in Stevenage, Hertfordshire. This is a fantastic opportunity to take on supervisory responsibilities while still being hands-on with more complex client administration cases.

Key Responsibilities

• Act as a point of contact for training, guidance, and day-to-day support within the team.
• Supervise and mentor junior administrators, handling escalations where needed.
• Manage complex administration cases across pensions, investments, and financial planning.
• Work closely with the Client Support Manager to ensure smooth workflow and best practice.
• Deliver high-quality, compliant administrative support to advisers and clients.

Working Arrangements

• First 3–6 months expected to be office-based for training (some transition earlier to hybrid).
• Hybrid working model after training: typically 4 days in the office and 1 day from home.
• Flexibility possible for the right individual (e.g. 3 days in-office / 2 days from home).

Package & Benefits

• Salary up to £40,000 depending on experience.
• Competitive benefits package.
• Supportive environment with genuine career progression opportunities.

Candidate Profile

• Strong background in financial services administration (ideally pensions and investments).
• Experience supervising, mentoring, or training junior team members.
• Excellent communication and interpersonal skills.
• Highly organised with strong attention to detail.
• Team-focused, proactive, and keen to build a long-term career.

This is a great opportunity for an experienced Senior Administrator ready to step into leadership, or an existing Team Leader seeking a stable, long-term role within a collaborative financial planning firm.