Business Administrator

Business Administrator Location: City of London Salary: £26,000 – £30,000 + performance bonus Hours: Monday – Friday, 9am–5pm Working Pattern: Hybrid An award-winning and fast-growing financial planning firm is seeking a Business Administrator to join its expanding team. The business delivers holistic, client-focused financial advice and has been recognised for its service quality and client outcomes. Due to continued growth, the company is strengthening its operations function. The Role This is a hands-on role where you will manage client cases from initiation through to completion, working closely with advisers and internal teams. You will play an important part in ensuring efficient operations, high-quality documentation and excellent client experience. Key Responsibilities Operations * Manage client cases from instruction through to completion * Maintain and update CRM systems, including Salesforce * Prepare suitability letters, reports and documentation * Liaise with clients, providers and third parties * Support preparation for paraplanning Client Service * Handle client queries via phone and email * Provide updates and follow up on outstanding information * Maintain a high standard of communication Compliance and Quality * Ensure documentation meets regulatory standards * Maintain accurate records and audit trails * Work within agreed service levels Process Improvement * Support development of internal processes * Identify and suggest improvements * Assist with onboarding and documentation Candidate Requirements Essential * Strong attention to detail * Excellent organisational skills * Confident communication abilities * Ability to manage multiple tasks effectively * Proactive and problem-solving mindset Desirable * Experience in financial services * Experience using CRM systems such as Salesforce What is offered * Competitive salary (£26,000 – £30,000) * Performance bonus * Hybrid working * Career development opportunities * Ongoing training and support * Collaborative team environment Career Progression This role offers progression into: * Paraplanning * Financial advice * Operational or practice management