We are recruiting: Financial services administrator

Investment Sense News

Join our teamAn opportunity has arisen for an experienced administrator to join our team.

It is an office based, part time role.

Hours: 7 hours per day, 3 or 4 days per week. There is some flexibility on exact hours and days

Salary: Dependant on experience

Holidays: 25 days plus bank holidays (pro rata)

Must be available to work additional hours to provide holiday cover for up to 20 days per annum.


  • New business processing, including:
    • Obtaining and completing application paperwork
    • Sending new business to providers
    • Submitting business on main investment Platform
    • Entering business onto back-office system
    • Managing and updating tasks on back-office system
    • Chasing business through to completion
    • Chasing fees
  • Processing ‘Letters of authority’, including:
    • Generating requests for information
    • Sending to providers
    • Managing and updating tasks on back-office system
    • Chasing providers for outstanding information
  • Inputting plan information on back-office system
  • Other tasks:
    • Answering the telephone
    • Dealing with incoming post
    • Client and Provider liaison
    • Scanning and saving documents to back-office system
    • Generating recorded/special delivery post online & delivering to post office
    • Client research and preparation for adviser meetings with clients
    • General administration
    • Managing office supplies

Qualifications and capabilities


  • IFA administration experience
  • Experience of using back-office systems
  • Experience of using Platforms/Wraps
  • Knowledge of Pensions and Investments
  • Basic compliance knowledge and understanding of what makes a compliant file
  • Excellent organisational and prioritising skills
  • Excellent written and spoken communication skills
  • Good computer literacy and typing skills
  • Comfortable following prescribed processes
  • Able to work alone using own initiative

Preferred but not essential:

  • Experience of using Intelligent Office back-office system
  • Professional qualifications


If you would like to be considered for the role please send your CV, along with a covering letter to:

Anna Timms


Investment Sense Ltd
20 Fletcher Gate

0115 9338433