Business Administrator

Required Skills

• Administration

Job Summary

Business Administrator

Location: City of London

Salary: £26,000 - £30,000 + performance bonus

Hours: Monday - Friday, 9am-5pm

Working Pattern: Hybrid

About the Company

An award-winning and fast-growing financial planning firm is seeking a Business Administrator to join its expanding team.

The business delivers holistic, client-focused financial advice and has been recognised for its service quality and client outcomes. Due to continued growth, the company is strengthening its operations function.

The Role

This is a hands on role where you will manage client cases from initiation through to completion, working closely with advisers and internal teams. You will play an important part in ensuring efficient operations, high-quality documentation and excellent client experience.

Key Responsibilities

Operations

• Manage client cases from instruction through to completion
• Maintain and update CRM systems, including Salesforce
• Prepare suitability letters, reports and documentation
• Liaise with clients, providers and third parties
• Support preparation for paraplanning

Client Service

• Handle client queries via phone and email
• Provide updates and follow up on outstanding information
• Maintain a high standard of communication

Compliance and Quality

• Ensure documentation meets regulatory standards
• Maintain accurate records and audit trails
• Work within agreed service levels

Process Improvement

• Support development of internal processesIdentify and suggest improvementsAssist with onboarding and documentation

  Candidate Requirements

  Skills and Qualifications

  Essential

  • Strong attention to detail
  • Excellent organisational skills
  • Confident communication abilities
  • Ability to manage multiple tasks effectively
  • Proactive and problem solving mindset

  Desirable

  • Experience in financial services
  • Experience using CRM systems such as Salesforce

  Benefits

  • Competitive salary (£26,000 - £30,000)
  • Performance bonus
  • Hybrid working
  • Career development opportunities
  • Ongoing training and support
  • Collaborative team environment
  • Career Progression

  This role offers progression into:

  Paraplanning

  Financial advice

  Operational or practice management