Administrator - Financial Services




Location: Leicester (On-site - Free Parking)




Salary: £24,000 - £28,000 per annum (Depending on Experience)




Working Hours: Monday - Friday, 8:00 AM - 4:00 PM




About the Role



We are looking for an organized, proactive, and professional
Administrator to join our team in Leicester. As the initial point of contact for clients and a vital support mechanism for our Financial Advisers, you will play a key role in keeping the office running smoothly and ensuring our clients receive a seamless, high-quality experience.



This is a fantastic opportunity for someone who thrives in an organized environment, values attention to detail, and enjoys working as part of a collaborative team.




Key Responsibilities

• Client & Front of House: Warmly welcome clients for adviser meetings, handle incoming phone calls, and deliver excellent service as the face/voice of the business.


• Administrative Support: Sort incoming post, manage outgoing mail runs, and oversee shared email inboxes.


• Document & Data Management: Scan hard-copy documents, organize client files following adviser meetings, and keep CRM systems fully up to date.


• Provider & Policy Administration: Process Letters of Authority (LOAs), chase providers for outstanding information, and organize incoming policy data.


• Review Preparation: Produce necessary documentation and packs ahead of annual client reviews.


• Submissions: Assist with simple online provider submissions.

What We Offer



In addition to a welcoming office environment with
free on-site parking , you will receive the following benefits (following a successful 3-month probation period):

• Holiday: 28 days (including bank holidays), plus an extra day of annual leave for every year of service (up to 5 additional days).


• Pension: Workplace pension scheme with True Potential (standard 5% employee / 3% employer contribution).


• Health & Wellbeing: Free local DMU gym membership.


• Incentives: Discretionary quarterly team bonuses and an Employee & Client Referral scheme.

About You

• Highly organized with strong attention to detail.


• Friendly, professional phone manner and great interpersonal skills.


• Proficient in general IT and quick to pick up new systems/CRMs.


• Ability to prioritize tasks and work efficiently in a fast-paced environment.


• Prior administration experience within Financial Planning, Wealth Management, or wider professional services is a plus, but a great attitude and willingness to learn are essential.

Interested in applying?



Submit your CV to take the next step in your financial services administration career!