Financial Administrators

Specialist Recruitment for Financial Services Administrators and Support Staff

At Artemis Recruitment, we specialise in placing experienced Financial Planning Administrators, Personal Assistants (PAs), and Mortgage Administrators into leading firms across the UK. We work with a wide range of organisations, from boutique independent financial advice firms to large St. James’s Place (SJP) Partner Practices.

These roles are vital to the successful delivery of financial advice, and most employers require candidates to have previous experience in financial services administration, ideally within a financial planning, wealth management, or mortgage advice setting.

Roles We Recruit For:

• IFA Administrators
• Financial Planning Administrators
• Mortgage Administrators
• Client Services Administrators
• St. James’s Place (SJP) Practice Administrators
• Personal Assistants (PAs) to Financial Advisers
• Senior Financial Services Administrators
• Trainee Administrators with FS experience

Why Financial Services Support Professionals Work with Artemis

We know how important administrative and support staff are to a financial planning business — you're often the first point of contact for clients and a key link between advisers, providers, and paraplanners.

Whether you're handling new business processing, managing adviser diaries, liaising with clients, or supporting compliance processes, your background in financial services makes you a valuable asset. Employers particularly value experience with investment and pension platforms, mortgage submission systems, and industry software such as Intelligent Office, Xplan, or Dynamic Planner.

Whether you're looking to step up, find a better cultural fit, or move into a new specialism, we’re here to support your next move.

What We Offer:

• Access to the latest financial administration, mortgage admin, and PA roles
• Opportunities with both independent firms and SJP Partner Practices
• Roles ranging from entry-level to senior and team leader positions
• Office-based, hybrid, and flexible working options
• Insight into career progression (e.g. toward Paraplanning or Adviser roles)