Job Details

Senior AdministratorTrainee Adviser
  • Reference ID 866030-5046-17115
  • Type Permanent
  • Sector Trainee Adviser
  • Salary/OTE Salary of £25k
  • Location London
Job description
Are you keen to join a dynamic financial planning firm as a Senior Administrator with the opportunity for further career progression?

The Company

Our client company has been established for over 10 years with a recognised reputation for providing clients with a highly personal service that meets their needs. They are looking to continue developing their business by recruiting a Senior Administrator to join their dynamic team of 10.

Roles and Responsibilities

As a Senior Administrator, you will be providing administrative support to ensure: the efficient processing of business. Your duties will include:

Contacting clients prior to meeting to confirm appointments and obtain relevant information to ensure meeting packs are completed
Ensure all information is inputted on their CRM software to maintain up-to-date records
Obtain quotations / illustrations and supporting documentation
Answering telephone / email enquiries and assisting where possible or refer to most relevant colleague
Ensure all clients receive a high level of service through the Advisers being able to focus on advice and client relationships due to their excellent support team
Training and Development

They will assist you in being competent in all aspects of your role through individual and team training. Plus they will support you in achieving further industry qualifications. Ideally, you should have the desire to progress into a Junior Paraplanner within this business.

Requirements to be considered

They are looking for individuals with experience of financial planning administration. Ideally, you will have some industry qualifications and have the desire to continue progressing your career


Salary of circa £25,000 dependent upon experience
Based in prestigious London offices near Blackfriars
Excellent transport links close by
Possible opportunity for progression to Junior Paraplanner and obtain further industry qualifications
Successful team of individuals who enjoy sharing each other’s success


City of London (near Blackfriars)

Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.

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