Senior Financial Administrator

Senior Financial Administrator

Our client is seeking an experienced and highly organised Senior Financial Administrator to join a growing team. This is an excellent opportunity for someone who enjoys taking ownership of their work, supporting Financial Planners, and delivering exceptional client service in a professional and collaborative environment.

Key Responsibilities

• Manage Financial Planners' diaries and schedules efficiently, coordinating appointments and client communications.
• Communicate professionally with clients via phone, email, and in meetings, attending client meetings alongside Advisers where required.
• Process new business submissions from start to finish, monitoring applications and providing regular updates.
• Prepare documentation, correspondence, meeting notes, and draft suitability reports.
• Ensure all work is completed in line with compliance and regulatory standards.
• Work closely with Team Leaders and wider administration teams, supporting junior team members when needed.
• Stay up to date with industry regulations, legislation, and technical developments.

About You

• Excellent written and verbal communication skills.
• Strong proficiency in Microsoft Office, including Word and Excel.
• High level of numeracy and attention to detail.
• Ability to prioritise workloads and manage multiple tasks effectively.
• Experience within financial services administration is desirable.

Benefits

• Performance bonus scheme
• 25 days holiday plus Bank Holidays
• Health scheme with access to counselling services
• Subsidised gym membership
• Team socials and company events

If you would like to find out more about this opportunity, please get in touch with Riley at riley@artemisrecruitment.co.uk