Search

Finance Administrator

Posted: 10/03/26
Recruiter:Gordon Yates Recruitment Consultancy
Reference:3082074629
Type:Contract
Salary:£30,000 - £35,000 Annual
Location:City, London
Description: Finance Administrator

Central London
12 month fixed term Full-time Office-based
Salary: £30,000-£35,000pa DOE

1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - Required

We are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services.

The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.

Key Responsibilities:
  • Maintain accurate client records and manage all associated administration
  • Prepare and submit applications in line with internal procedures and compliance standards
  • Process fund switches, valuations, LOAs and client review actions
  • Liaise with product providers, advisers and clients, providing regular progress updates
  • Support advisers with review preparation and client documentation
  • Manage workflows, activity lists and contribute to month-end figures
  • Participate in team meetings and ongoing training
  • After year one, progress to handling more technical cases and queries
Skills & Experience Required:
  • 2-3+ years' experience within an IFA or financial planning environment.
  • Understanding of the advice process and exposure to pensions, investments or retirement products
  • Strong attention to detail, numeracy and literacy skills
  • Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous)
  • Highly organised, discreet and able to work under pressure
  • Proactive, analytical and keen to develop a career in financial services
What s on Offer:
  • Clear career progression and increased earning potential
  • Company benefits and structured training
  • Sociable, professional and supportive office environment
This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business.

Click apply below to be considered.

Share this

Recruiting now

This website uses cookies to improve user experience. By using our website you consent to all cookies in accordance with our cookie policy OK