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Financial Services Administrator
Job Posted: 2 days ago
Salary: £ 34,000/Annum
Job Type: Permanent
Location: EC2M 1QS
Expire in: a month
Job Description
Looking for a rewarding role in financial services? Join a successful brokerage in the heart of London, providing vital administrative support in a friendly, professional team.
Financial Services Administrator
London, EC2M (Dashwood House, close to Liverpool Street and Bank stations)
* Part time, 4 days per week (Monday – Thursday, 9am – 5:15pm, 1 hour lunch break)
* Permanent position
* £32,000 - £34,000 pro rata + benefits
Please Note: Applicants must be authorised to work in the UK
CMG Advisers is a leading financial services brokerage, established in 2001 and headquartered in the prestigious Dashwood House in London. With a team of 63 advisers and support staff, they specialise in providing expert mortgage, investments, and pensions advice to our valued clients. As a growing company, we pride ourselves on offering a supportive and positive work environment, full training, and long-term career progression. We recognise and reward excellence, ensuring their employees feel valued and motivated.
The Role
This is an exciting opportunity to join a small, friendly team and provide essential administrative support in a fast-paced environment. You’ll manage your own caseload while contributing to the our success by delivering outstanding client service.
Key Responsibilities:
* Provide administrative support across mortgage, investment, and pension portfolios.
* Manage client cases with accuracy and efficiency.
* Draft and send clear, professional emails (no templates!).
* Input data with precision and maintain up-to-date records.
* Communicate effectively via phone and email with clients and advisers.
* Collaborate with the team to meet deadlines and improve workflows.
Benefits
Joining this team means you’ll enjoy a range of perks, including:
* Critical Illness and Life Assurance schemes.
* Interest-free season ticket loan.
* Comprehensive training and long-term career progression.
* A positive and inclusive work environment in a prestigious location.
The Ideal Candidate
You’re proactive, organised, and passionate about delivering exceptional service. You enjoy working both independently and as part of a team in a fast-paced setting. About you:
* Minimum 12 months’ experience in investment, pension, or mortgage administration.
* Proficient in IT systems, including Windows, Outlook, and Excel.
* Strong numeracy and attention to detail.
* Excellent telephone and written communication skills.
* Proven organisational skills and ability to manage multiple tasks.
* Accurate typing and data entry abilities.
Ready to take the next step in your career? Apply now and become part of a supportive and successful team.
How to apply for the role:
If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents.
You must be authorised to work in the UK. No agencies please.
Other suitable skills and experience include Financial Services Administrator, Data Entry Clerk, Pension Administrator, Mortgage Coordinator, Investment Assistant, Financial Assistant, Client Support Administrator, Office Administrator, Case Manager, ParaplannerBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
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