Senior Financial Services Administrator: Client-Facing Ops Lead

PenLife Associates; York and North Yorkshire; On-site; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Health Scheme

Holiday entitlement

Salary Sacrifice

Bonus scheme

Pension contributions

Sick pay

Gym membership

Socials & Mystery days

Cash award

Free fruits & drinks

Job summary

PenLife Associates is seeking a Senior Administrator to provide essential support behind our Financial Planners in York. You’ll streamline diaries, manage client touchpoints, and ensure processes meet high industry standards in a collaborative, high-performing team.

The role demands ownership, attention to detail, excellent communication, and proficiency with MS Office and financial software. A friendly, supportive culture awaits with progression opportunities.

Qualifications

• Previous experience in an IFA administration role is essential.
• Sound knowledge of pensions, investments, and protection.
• Confident using industry-specific platforms and CRMs.
• Experience liaising with providers and managing end-to-end client processes.

Responsibilities

• Own Your Day: Manage your workload independently with efficiency, accountability, and a focus on excellence.
• Support Our Financial Planners: Take charge of Financial Planners’ diaries and ensure seamless scheduling, communication, and client touchpoints.
• Be Client-Facing: Confidently communicate with clients, attend meetings alongside Financial Planners, and manage complex or technical cases from start to finish.
• Deliver End-to-End Case Management: Process new business, monitor progression, and handle all aspects of client servicing with precision.
• Raise the Admin Bar: Prepare high-quality documentation, meeting notes, and suitability report drafts, all while keeping compliance front and centre.
• Champion Compliance & Standards: Operate within regulatory frameworks and company values, staying informed of industry and legislative changes.

Skills

Communication skills

MS Office

Financial software

Numeracy

Organization

Tools

CRMs

Financial platforms

Job description

PenLife Associates is seeking a Senior Administrator to provide essential support behind our Financial Planners in York. You’ll streamline diaries, manage client touchpoints, and ensure processes meet high industry standards in a collaborative, high-performing team.

The role demands ownership, attention to detail, excellent communication, and proficiency with MS Office and financial software. A friendly, supportive culture awaits with progression opportunities.