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 processes
• Identify and suggest improvements
• Assist 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