Financial Services Administrator

Huntress; United Kingdom; On-site; GBP 30,000 - 50,000; Part time

Job summary

A well-established financial services firm is seeking a Senior Administrator to lead its Administration Team on a 6-month fixed-term contract, with potential for a permanent role. Key responsibilities include managing workflow, ensuring accurate support to advisers, and mentoring team members. Ideal candidates will have at least three years' experience in financial services administration and strong organizational skills. A proactive and detail-oriented individual is essential.

Qualifications

• Minimum of three years' experience in financial services administration.
• Sound understanding of UK financial products and industry regulations.
• Proven ability to process pension applications and associated transactions.

Responsibilities

• Lead the Administration Team and manage workflow.
• Ensure accurate and timely administrative support to advisers.
• Maintain high client communication and documentation standards.
• Mentor team members and deliver training.
• Drive efficiency and continuous improvement in processes.

Skills

Strong organizational skills

Attention to detail

Multitasking abilities

Proactive approach

Strong written communication skills

Education

CII Diploma in Financial Planning or equivalent

Tools

Proficiency with major financial platforms (Aviva, Fidelity, etc.)

Job description

A well-established and client-focused financial services firm is seeking a Senior Administrator to lead its Administration Team on a 6-month fixed-term contract, with the potential for a permanent position based on performance and business needs. This key role will act as the primary point of contact for all administrative matters, ensuring the team delivers consistently high standards in line with Service Level Agreements (SLAs), while maintaining a professional and client-centric approach in all interactions.

The ideal candidate will be a motivated, detail-oriented individual who understands the value of strong relationships-both with clients and colleagues. They will demonstrate exceptional organisational skills, a methodical work ethic, and the ability to lead by example.

Key Responsibilities:

• Act as the lead representative of the Administration Team, managing workflow and service delivery.

• Ensure all administrative support provided to advisers is accurate, timely, and in line with regulatory requirements.

• Maintain high-quality client communications and documentation standards.

• Mentor and support team members, including delivering training and fostering professional development.

• Drive efficiency and continuous improvement across systems and administrative processes.

Required Experience & Skills:

• Minimum of three years' experience in financial services administration.

• Sound understanding of UK financial products, industry regulations, and provider processes.

• Proven ability to process and manage pension applications and associated transactions.

• Experience delivering technical training and identifying operational improvements within admin functions.

• Proficiency in working with major platforms and providers (e.g., Aviva, Fidelity, Legal & General, Aegon, Standard Life, Prudential).

Desirable Qualifications:

• Chartered Insurance Institute (CII) Diploma or Advanced Diploma in Financial Planning (or equivalent professional qualifications).

Personal Attributes:

• Impeccable written communication skills.

• Excellent attention to detail.

• Strong multitasking abilities and capability to prioritise under pressure.

• A proactive, supportive approach with a commitment to team and client success.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.