Senior Administrator

2i Recruit Ltd; England; On-site; GBP 30,000 - 45,000; Full time

Job summary

A dynamic financial services team is looking for an experienced Senior Administrator to provide excellent client support and manage a variety of financial products. The role involves administrative tasks throughout the sales process, managing client investment reviews, and maintaining accurate records. Candidates should have at least 5 years of experience in financial services, good knowledge of pensions, investments, and compliance procedures. Excellent communication skills are essential, and a CF1 qualification is required.

Benefits

Competitive salary reflecting experience

Pension scheme

Medical insurance

Support for personal development

Internal training

Qualifications

• 5+ years of experience in financial services dealing directly with clients.
• Ability to handle administrative tasks with sound judgment.
• Experience with fund switch reports and investment review processes.

Responsibilities

• Provide administrative support throughout the sales and client review process.
• Prepare and manage regular client investment reviews.
• Communicate effectively with clients via phone, email, and letters.
• Maintain well-organised client files and accurate records.
• Understand and follow compliance procedures.

Skills

Familiarity with back-office investment systems

Client relations

Knowledge of pensions

Knowledge of investments

Knowledge of life assurance

Knowledge of mortgages

Education

CF1 qualification or equivalent

Job description

Our client is seeking an experienced and organised Senior Administrator to join their dynamic financial services team. This is an exciting opportunity for someone who thrives in a fast-paced environment and enjoys providing excellent client support while working with a variety of financial products.

Company Benefits

• Competitive salary reflecting experience and ability.
• Pension scheme and medical insurance.
• Support for personal development, including exam guidance, study leave and costs covered.
• Internal training to understand systems, products and processes.
• Time off for CPD and relevant professional events.

Key Responsibilities

• Provide administrative support throughout the sales and client review process.
• Prepare and manage regular client investment reviews.
• Communicate effectively with clients via phone, email and letters.
• Demonstrate initiative and sound judgment when handling administrative tasks.
• Maintain well‑organised client files and accurate records.
• Understand and follow compliance procedures, including anti‑money laundering, data protection and treating customers fairly.
• Process new business applications and ensure documentation accuracy.
• Manage incoming and outgoing post efficiently.
• Support paraplanners in preparing suitability reports, including factfinds, risk assessments and illustrations.
• Work with investment platforms and interpret fund valuations in client portfolios.
• Attend internal and external training as required and stay up‑to‑date with relevant regulations.
• Undertake other duties as reasonably requested.

Experience and Skills Requirements

• Familiarity with back‑office investment systems and platforms.
• Experience with fund switch reports and investment review processes.
• Minimum CF1 (or equivalent) qualification.
• At least 5 years experience dealing directly with clients in financial services.
• Good knowledge of pensions, investments, life assurance and mortgages.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.