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Senior Administrator
London (Fleet Street) | Hybrid (2 days in office) | £40,000–£45,000
We’re hiring a Senior Administrator to join a small, high-performing team. This is a career-defining role supporting advisers who work with high-net-worth and ultra-high-net-worth clients – where professionalism, precision, and organisation make all the difference.
Why join?
- Work in a close-knit team with two advisers, not a large corporate machine.
- Exposure to varied, interesting cases – no two days are the same.
- Trusted to work independently – no micromanagement.
- Flexibility: 4 or 5 days a week, with hybrid working (2 days in Fleet Street).
- Competitive salary above market rate.
What you’ll do
- Manage Letters of Authority and new business administration across pensions, investments, and protection.
- Keep client records up to date in Intelligent Office (IO).
- Support compliance approval and prepare documentation for client reviews.
- Liaise with providers and clients, ensuring cases progress smoothly.
- Take ownership of adviser diary management and wider team admin.
- Provide reliable, detail-driven support that enables advisers to focus on clients.
What we’re looking for
- At least 5 years’ experience in financial services administration.
- Exposure to HNW/UHNW clients.
- Exceptional organisation and attention to detail – nothing slips through the cracks.
- Confident communication skills and professional presentation.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Desirable: experience with Intelligent Office, FE Analytics, or Voyant; understanding of trusts and tax-efficient investments.
What you’ll get
- £40–45k base salary.
- 25 days holiday
- pension,
- death in service.
- A trusted, flexible working culture.
- The chance to grow as the team grows, with scope to mentor others in the future.
Apply now to become the cornerstone of a team working at the very top end of financial planning.
