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Financial Services



Type of Position: Financial Administrator (Xplan) - London
Pay: £28k - £33k

Financial Administrator (Xplan) - London

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. This will be a hybrid position, working 3 days in the office and 2 days remotely.



  • Review submitted cases and ensure documentation is correct before cases are submitted.
  • Point of contact for Adviser / PA queries in relation to submissions and issues.
  • Updating cases and Adviser/PA on Xplan.
  • Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
  • Respond to queries and escalate to Team Manager as required.
  • Complete and submit cases on the relevant systems.
  • Track all issues in issues log and ensure they are addressed and closed.
  • Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
  • Update Business Register on cases submitted and noting outstanding requirements.
  • Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
  • Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
  • Provide quarterly reporting to Advisers on turnover status 



  • Experience of working within financial services preferable.
  • Understanding of financial products will be an advantage.
  • Good GCSE or A-Level result and proficient at all IT packages.
  • Excellent organisational and administration skills, who demonstrates good attention to detail.
  • Ability to proactively use initiative to problem solve and anticipate next steps.
  • A driven individual with a focus on client service and contributing towards a high-performance culture.
  • Adaptable to change management plans and advocate to business initiatives.
  • IT technically proficient including Office 365.
  • Committed to advocating and encouraging an inclusive and diverse team culture.
  • Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.


Our client is based in the City and currently operates on a hybrid working basis. They currently work 3 days office based and 2 days working remotely.


If you are interested in this position, please email your CV to 

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