Financial Services Administrator

CMG Advisers LLP; City Of London; On-site; GBP 32,000 - 34,000; Part time

Job summary

An established financial services brokerage in the heart of London is seeking a proactive Financial Services Administrator. This part-time role offers an exciting opportunity to provide essential administrative support within a friendly team. You will manage your own caseload while ensuring exceptional client service in a fast-paced environment. The company prides itself on a supportive work culture, comprehensive training, and long-term career progression. If you are organized, detail-oriented, and passionate about delivering outstanding service, this is the perfect opportunity to advance your career in a prestigious location.

Benefits

Critical Illness and Life Assurance schemes

Interest-free season ticket loan

Comprehensive training

Long-term career progression

Positive and inclusive work environment

Qualifications

• Minimum 12 months’ experience in investment, pension, or mortgage administration.
• Proficient in IT systems, including Windows, Outlook, and Excel.

Responsibilities

• Provide administrative support across mortgage, investment, and pension portfolios.
• Manage client cases with accuracy and efficiency.

Skills

Administrative Support

Client Service

Communication Skills

Organizational Skills

Attention to Detail

Numeracy

Tools

Microsoft Windows

Microsoft Outlook

Microsoft Excel

Job description

Looking for a rewarding role in financial services? Join a successful brokerage in the heart of London, providing vital administrative support in a friendly, professional team.

Financial Services Administrator
London, EC2M (Dashwood House, close to Liverpool Street and Bank stations)

• Part time, 4 days per week (Monday – Thursday, 9am – 5:15pm, 1 hour lunch break)
• Permanent position
• £32,000 - £34,000 pro rata + benefits

Please Note: Applicants must be authorised to work in the UK

CMG Advisers is a leading financial services brokerage, established in 2001 and headquartered in the prestigious Dashwood House in London. With a team of 63 advisers and support staff, they specialise in providing expert mortgage, investments, and pensions advice to our valued clients. As a growing company, we pride ourselves on offering a supportive and positive work environment, full training, and long-term career progression. We recognise and reward excellence, ensuring our employees feel valued and motivated.

The Role

This is an exciting opportunity to join a small, friendly team and provide essential administrative support in a fast-paced environment. You’ll manage your own caseload while contributing to our success by delivering outstanding client service.

Key Responsibilities:

• Provide administrative support across mortgage, investment, and pension portfolios.
• Manage client cases with accuracy and efficiency.
• Draft and send clear, professional emails (no templates!).
• Input data with precision and maintain up-to-date records.
• Communicate effectively via phone and email with clients and advisers.
• Collaborate with the team to meet deadlines and improve workflows.

Benefits

Joining this team means you’ll enjoy a range of perks, including:

• Critical Illness and Life Assurance schemes.
• Interest-free season ticket loan.
• Comprehensive training and long-term career progression.
• A positive and inclusive work environment in a prestigious location.

The Ideal Candidate

You’re proactive, organised, and passionate about delivering exceptional service. You enjoy working both independently and as part of a team in a fast-paced setting. About you:

• Minimum 12 months’ experience in investment, pension, or mortgage administration.
• Proficient in IT systems, including Windows, Outlook, and Excel.
• Strong numeracy and attention to detail.
• Excellent telephone and written communication skills.
• Proven organisational skills and ability to manage multiple tasks.
• Accurate typing and data entry abilities.

Ready to take the next step in your career? Apply now and become part of a supportive and successful team.

How to apply for the role:

If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents.

You must be authorised to work in the UK. No agencies please.