SENIOR ADMINISTRATOR - YORK

Our client is seeking an experienced and highly organised Senior 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.

As a Senior Administrator, you will play a key role in ensuring the smooth day-to-day operation of adviser support functions, client communications, and administrative processes while maintaining high compliance and service standards.

 
Key Responsibilities

• Adviser Support
• Manage Financial Planners’ diaries and schedules efficiently.
• Coordinate appointments, meetings, and client communications.
• Provide proactive administrative support to Advisers.

Client Engagement

• Communicate professionally with clients via phone, email, and in meetings.
• Attend client meetings alongside Advisers where required.
• Handle complex and technical client cases confidently and accurately.

Case Management

• Process new business submissions from start to finish.
• Monitor applications and maintain regular updates throughout the process.
• Support ongoing client servicing requirements.

Administration & Compliance

• Prepare documentation, correspondence, meeting notes, and draft suitability reports.
• Ensure all work is completed in line with compliance and regulatory standards.
• Maintain accurate records and documentation at all times.

Team Collaboration

• Work closely with Team Leaders and wider administration teams.
• Delegate tasks appropriately and support junior team members when needed.
• Contribute positively to team goals and company culture.

Professional Development

• Stay up to date with industry regulations, legislation, and technical developments.
• Participate in ongoing training and development opportunities.
   

Professional Skills

• 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.

Personal Attributes

• Professional, reliable, and adaptable approach to work.
• Strong organisational and problem-solving skills.
• Ability to work independently as well as part of a team.
• Methodical and detail-oriented mindset.
• Positive and proactive attitude.

Team & Culture Fit

• Collaborative and supportive approach to teamwork.
• Willingness to mentor and support less experienced colleagues.
• Commitment to delivering high standards of client service.
   

What We Offer

• Supportive and collaborative working environment
• Opportunities for professional growth and development
• A company culture built on integrity, teamwork, and excellence

Benefits

• Performance bonus scheme
• Employee bonus opportunities
• 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.