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Senior Administrator

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The Role

The Senior Administrator will work closely with the Team Manager on a day to day basis providing support to them in a number of different areas.  They are not directly responsible for managing the administration team but will undertake specific management duties, while also contributing to the training and development of the team.

The Senior Administrator will have excellent administration skills, thorough knowledge of the Company’s policies, procedures and systems, in addition to comprehensive product and technical knowledge. They will, at all times, be operating within the strict FCA regulations and internal policies, procedures and systems.


Client Service

  • To deal with the day to day technical and process queries from administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Team Manager.
  • To proactively deliver and promote excellent client service in accordance with FCA guidelines, internal policy and procedure, and company service standards.
  • To assist the Team Manager with the allocation of work within the team, taking account of holidays, sickness, workloads, and the level of skill and experience in the team.

Training and Development

  • A key focus of the role will be to proactively support the ongoing training and development of all new starters (following their attendance on the company induction programme) on company policy, processes and systems and technical queries, in accordance with internal policy and procedure, company standards and FCA guidelines.
  • To provide training and guidance to the team on any changes to company policy, processes or systems to a high standard in accordance with FCA and company guidelines.
  • To organise and deliver refresher training sessions to both individuals and the team in order to address any problems identified by the department audits/QC checks.
  • To provide technical support and guidance where appropriate, referring more complex issues to the Team Manager.

Daily figures

  • To assist the Team Manager on a daily basis, with the collation of the team figures and the allocation of work, ensuring that individual team members are managing their workloads effectively and within the agreed service standards.

Quality Checks

  • To undertake a set number of quality checks (QC) for each team member on a monthly basis (approximately 1 per each admin).  To review the results of the quality checks with the Team Manager, and agree any remedial actions required to improve the performance of the team.


  • To develop and maintain good working relationships with the Team Manager, Senior Managers, Advisers, Central Operations and Central Service teams in order to ensure effective communication across the business.
  • To act as a point of contact for the Advisers and Senior Managers in the office and to assist with any day to day queries.

Adviser Support

  • The Senior Administrator will also be required to provide direct administration support to an
  • adviser/s delivering a professional and efficient service to both the adviser and the client.
  • Working closely with the Team Manger to ensure that during periods of holiday and/or sickness within the team there is the appropriate level of administration support for advisers at all times.

Project work

  • To get involved in a variety of project work as and when required.

Knowledge and Skills

  • A minimum of 2 – 3 years’ experience in an administration role within the financial services industry, ideally within an IFA
  • Certificate in Financial Planning or an equivalent Financial Services qualification would be an advantage
  • Excellent knowledge and understanding of a wide range of financial products
  • Good knowledge of regulatory requirements
  • Experience of working within defined service standards, policies and procedures
  • A proven track record in delivering excellent client satisfaction
  • Excellent communication and interpersonal skills
  • Excellent accuracy skills and attention to detail
  • Ability to build and develop effective working relationships at all levels
  • Excellent administrative, planning and organisational skills
  • A team player with an adaptable and flexible approach to work to suit business needs and changing priorities
  • Some experience of training on a one to one basis and in a group environment

what's in it for you?

Alongside a competitive rewards package, development, team morale and our commitment to our community are equally as important.

So what else can we offer you?

  • Clear development plans with funded study
  • Hybrid Working Policy
  • Access to our Employee Assistance Programme
  • Inhouse learning software
  • Our Annual Conference
  • Seasonal office socials
  • A diversity and Inclusion team
  • Our Employee Forum
  • Cycle to work scheme
  • Employee of the Quarter Awards
  • Annual Sponsored Challenges
  • Company Charities – Cancer Research and MNDA

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