Administrator, Office Administrator​/ Coordinator, Administrative​/Clerical

Job title: Administrator
Reporting to: Operations Manager
Date of Issue: February 2026

To provide administrative support to the Advisers and Operations Manager.

• Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements. Updating our back-office system with the new business and uploading all relevant documents. Back-office system – Intelligent Office.
• Working with several provider platforms – to add expectations for new monies in. Processing switches, purchasing and selling of funds and paying out ad-hoc income requests.
• Annual review pre meeting prep & follow up client annual review reports.
• Supporting and dealing with our migration project – moving assets from current platform over to new platform.
• Supporting Advisers in collating information/documents in preparation for meetings.
• Process of all investment & pension administration.
• Answer overflow telephone calls in support of the receptionist.
• Ad hoc projects.
• Basic report writing.

Planning and reporting:

• Deals with all aspects of work in an efficient and timely manner to facilitate submission of new business/purchasing and selling of funds.
• Reporting to Operations Manager.

External relationships:

• Liaising with Providers/Platforms to process new business/fund switches/fund sales & purchases.
• Dealing with client calls and emails.

Internal relationships:

• Working closely within the administration teams and other support teams within the company.
• Working closely with all advisers to provide full support preparing for client meetings through to new business and adviser instructions.

This job description may be reviewed and subsequently amended to better reflect any changes required in the role.

Person specification

Required

• Proficient with Microsoft Office.
• Discretion and professionalism when handling sensitive data.

Preferred

• Previous experience of administrative role, ideally in the financial services sector.
• Familiarity with CRM systems.

Personal Skills

• Excellent interpersonal skills
• Ability to communicate clearly and concisely, both orally and in writing.
• Ability to work effectively with a team based across the region with both face to face and digital communication skills.
• Ability to organise own workload, prioritise effectively and identify issues for escalation.
• Ability to learn new software.
• Previous work experience in the IFA Market and dealing with provider platforms – at least 2 years minimum experience required.

If you are interested in learning more about this role or want to apply, please send your CV/Application to