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This is an exciting opportunity for a bright, ambitious individual to play a central role in Phi's client-facing sales function at the very start of their career. Our senior sales team manages relationships with some of the most senior figures in capital markets - Managing Directors, Chief Technology Officers, Chief Operating Officers and their teams at the world's leading investment banks and hedge funds. The people they contact daily include Executive Assistants, Personal Assistants and chiefs of staff at institutions where standards of professionalism are exceptionally high. This role sits at the heart of that activity. As Sales Administrator, you will be the operational backbone of the sales team - ensuring that client meetings are coordinated impeccably, that the CRM reflects the reality of the pipeline, and that every interaction with a client or prospect is well-prepared and well-executed. You will work closely with the Head of Sales and a team of experienced sales professionals who will invest in your development and give you genuine exposure to the business from day one. This is not a passive administrative role. The right candidate will be proactive, sharp and genuinely interested in building a career in a high-performance, client-centric environment. If you are organised, personable and motivated to learn, there is significant scope to grow within the firm. Key Responsibilities Client Meeting Coordination • Coordinate and schedule client meetings on behalf of the senior sales team, liaising directly with Executive Assistants, Personal Assistants and senior contacts at Tier-1 investment banks, hedge funds and asset managers., • Manage complex, multi-party diary scheduling across different time zones, ensuring the sales team's calendar reflects live priorities and that no meeting falls through the gaps., • Prepare concise briefing notes and logistics packs ahead of client meetings - covering attendee backgrounds, agenda items and any relevant account context., • Send and manage meeting confirmations, reminders and follow-up communications with professionalism and care; every touchpoint with a client contact should reflect Phi's standards., • Book meeting rooms, arrange video conferencing and manage all practical logistics so that client meetings run without friction., • Coordinate post-meeting follow-ups as directed by the sales team, tracking actions and ensuring timely responses. CRM & Pipeline Data • Maintain accurate, up-to-date records of contacts, accounts, meeting activity and pipeline data within Salesforce CRM., • Log all client interactions promptly and consistently, ensuring the sales team has a clean, reliable view of each relationship and opportunity., • Support the Head of Sales with regular pipeline reporting - extracting data, formatting summaries and flagging gaps or anomalies., • Assist with coding and data hygiene processes within Salesforce, helping to enforce governance standards across the team., • Onboard new contacts and accounts into the CRM as the team's network grows, maintaining data integrity throughout. Travel Booking & Logistics • Book travel and accommodation for the sales team ahead of client visits, roadshows and industry events, working within agreed budgets and travel policies., • Manage last-minute changes or cancellations efficiently, keeping the team informed and minimising disruption. Ad Hoc Sales Support • Provide responsive, flexible support to the senior sales team on ad hoc requests - whether that is formatting a pitch document, researching a prospect, preparing a briefing or simply making sure the team is organised and ready for the day ahead., • Step in wherever needed to keep the sales function running smoothly, showing initiative and a willingness to take on whatever the team requires., • Supporting the Internal recruitment function, arranging interviews Skills & Qualifications • A degree or equivalent qualification, or currently completing one; no specific discipline required - we care about capability and attitude., • Outstanding written and verbal communication skills - you will be corresponding with some of the most senior professionals in financial services, and the quality of every message matters., • Exceptional organisational ability and attention to detail; the kind of person who builds systems, keeps records clean and follows through without being chased., • A naturally proactive approach - you anticipate what is needed rather than waiting to be told., • Comfortable working at pace and managing multiple competing requests from a busy, senior team., • Proficiency in Microsoft Outlook, Word and Excel; any experience with Salesforce or similar CRM is a genuine advantage., • A warm, professional and confident manner with people at all levels - from a graduate contact to a Managing Director's PA., • Discretion and good judgement; you will be handling sensitive commercial information and communicating on behalf of senior stakeholders., • Genuine curiosity about capital markets, financial services or professional services - you do not need to be an expert, but intellectual engagement with the environment you are working in will set you apart. Why Join Phi? Most people at the start of their career spend years before they get meaningful exposure to senior stakeholders. In this role, you will be corresponding with Managing Directors' offices and senior EAs at Tier-1 banks from week one. Phi is a firm that backs people who show initiative. We invest in careers, promote from within, and value individuals who bring energy and intelligence to what they do. If you are looking for a role that will stretch you, reward you and give you a genuine window into how the world of elite capital markets consulting operates, we would very much like to hear from you. Benefits • Salary £25-35,000k per annum based on experience, • Private Health Insurance, • Pension, • Gym contribution up to £50 pcm, • Mobile phone contribution up to £35 pcm, • 21 days holiday plus BH

The practice currently services.

We are seeking a proactive and detail-oriented Financial Planning Administrator to support Financial Advisers with the day-to-day administration of client portfolios.This role is ideal for someone with at least 2 years’ experience in the UK financial services industry who is looking to develop the

We are seeking an organized, fast-paced, and highly articulate Project Coordinator to join an established team covering a maternity leave assignment. This contract role sits at the operational heart of the division, supporting a diverse pipeline of commercial construction and interior refurbishment projects from inception through to site completion. To hit the ground running, proven coordinator experience within the construction, fit-out, or refurbishment sectors is strictly essential. Key Responsibilities Commercial Procurement: Take full ownership of raising, verifying, and tracking project-specific Purchase Orders (POs), ensuring all vendor costs align with established project budgets. Quotations: Coordinate and compile detailed sub-contractor and material quotations, supporting Project Managers to issue accurate client pricing matrices. Client Liaison & Account Anchor: Act as a primary, professional point of contact for corporate clients, managing communication loops, providing project updates, and resolving day-to-day administrative queries. Supply Chain Coordination: Interface directly with site managers, quantity surveyors, and external trade suppliers to schedule material deliveries and ensure zero downtime on site. Document Control & Compliance: Maintain audit-ready project directories, tracking site variations, RAMS, health & safety handbooks, and sign-off certifications. Project Tracking: Monitor project timelines and milestones, highlighting potential operational bottlenecks to senior leadership before they impact delivery dates. Required Experience: Sector Knowledge: Explicit, hands-on experience working as a Project Coordinator, Contract Administrator, or Senior Project Assistant within construction, civil engineering, or interior refurbishment environments. Financial Competency: Proven capability handling commercial project documentation, specifically purchasing workflows, vendor quotes, and invoice processing. Core Skills & Aptitudes: Communication Mastery: Exceptional written and verbal communication skills, with the confidence to professionally influence clients and cross-functional site crews. Technical Literacy: Fully competent in the Microsoft Office Suite (particularly Excel for tracking project expenditure schedules) and experienced using specialized construction project management or CRM databases. What’s on Offer? A competitive salary pro-rata package of £32k–£34k. A balanced hybrid/office working framework. Exposure to prominent regional construction and refurbishment frameworks within a supportive, high-performing corporate culture. To Apply If you have a solid background in construction project support, possess advanced client liaison skills, and are ready to commit to a high-impact maternity cover contract, please submit your updated CV today for immediate consideration

Are you an enthusiastic Wealth Management Administrator ready for your next opportunity? Would you enjoy playing a support role within a busy and successful financial services practice? This is an excellent opportunity to join a highly successful St. James’s Place Partner Practice, providing high-quality financial advice across Pensions, Investments, Tax Planning, and Protection. The team pride themselves on delivering an exceptional level of service, and this role offers the opportunity to contribute positively to both the client journey and the continued success of the business. The Rewards • Supportive working environment, • Opportunity to broaden your skills and experience, • Joining a motivated and professional team, • Career progression and ongoing development opportunities The Role – Administrative Assistant As part of the team, you will provide comprehensive administrative support to both colleagues and clients of the Practice. Duties will include: • Managing a wide variety of administrative tasks, • Preparing and collating key data for reports and portfolio reviews, • Handling enquiries and correspondence from clients and providers, • Maintaining the client database and diary management for the Partner and Advisers, • Processing new business and liaising with SJP administration teams, • Supporting the smooth day-to-day running of the Practice Training will be provided where required, alongside scope to develop your knowledge and progress within this exciting and fast-paced environment. The Person – Administrative Assistant To be considered for this role, you will ideally have: • Previous experience within an IFA or financial services administration role, • Knowledge of pensions, investments, and protection products (desirable), • Excellent organisational skills with strong attention to detail, • IT proficiency and the ability to quickly learn new systems, • Strong written and verbal communication skills, • A professional and client-focused approach If you are looking to join a growing and supportive Practice where your contribution will be truly valued, we would love to hear from you

Administrator Meriden Salary: £27,000 - £30,000 Hours – Monday-Friday 9am-5pm (Office based) We are looking for an experienced Administrator to join a friendly team working within Financial Services. You’ll play a key role in a busy, collaborative team, handling everything from client communications to processing new business. You will be involved in: Support with day-to-day admin Manage diaries and coordinate meetings Prepare client review packs and follow-up actions Liaise with clients and providers Process new business Draft suitability letters and maintain accurate records You will have: 3+ years in experience in administration (ideally from Financial Services) Highly organised with great attention to detail Confident communicator with a proactive mindset Comfortable using Microsoft Office They company are offering a competitive salary, pension + BUPA healthcare (after probation) Free parking and Study support & career development opportunities Full training will be given within this role, if you feel this is the position for you please do not hesitate to apply !!! The team at Plum Personnel are totally committed to customer service and the principles of equality and diversity in recruitment and employment. Your application will be carefully considered in line with the skills, experience, knowledge and achievements appropriate and relevant to the job advertised and other similar roles that may be suited. You will be contacted by Plum Personnel within 48-hours of your job application if you are selected. If you do not hear from us within this timeframe it means your application for this job has not been successful on this occasion. If you have previously Registered with us and are interested in the role, please do not hesitate to contact us directly

Financial Services Administrator (IFA Support). This is an excellent opportunity for an experienced Financial Services Administrator to join a supportive and professional IFA environment. Specialist Recruiters in Financial Services.

Financial Divisions, a well-established financial planning firm in Greater London, seeks a Financial Administrator to join their centralised administration team. The ideal candidate will have 1–2 years' experience in financial planning or wealth management, with a good understanding of the advice

Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial matters. The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Manage

Financial Planning Administrator / Wealth Management Administrator / IFA Administrator. Financial Planning Administrator or IFA Administrator role with flexible working. Financial Planning Administrator / Wealth Management Administrator.

Saltus Partners LLP is seeking a Planning Support Administrator to join their team in St Albans. Ideal candidates should have communications skills, be well-organized, and have experience in financial planning with knowledge of investment products.

We have an exciting opportunity for an HR Coordinator & Administrator role in a Melbourne based Financial services company. The firm is the most well-known name in online trading, catering to a variety of financial markets such as FX, indexes, commodities and stocks.

Essential Employment is seeking a Financial Administrator to work in a hybrid capacity in Trafford.

Placrrecruitment Co is seeking a Wealth Administrator / Junior Financial Planning Consultant in the Hove/Brighton Area. Ideal candidates have experience in financial services or wealth management and possess strong organisational and communication skills. The role offers genuine career progression i

A passion for financial planning with proven experience working in administration for a Financial Planning firm. Financial Planning Administrator. Experienced Financial Planning Administrator.

Attivo Group is seeking a Financial Planning Administrator in the United Kingdom, responsible for supporting the financial planning team and delivering seamless client experiences. Successful candidates will have experience in financial services, strong attention to detail, and excellent time manage

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A leading accountancy and business advisory firm in Greater London seeks a Finance Administrator to assist the Financial Services SBU Finance Manager. The role involves managing financial performance on a daily basis, supporting financial analysis and reporting, and ensuring efficient Working Capita

Smith & Wardle Financial Planning is looking for an experienced IFA administrator to work remotely in the UK. Ideal candidates will be detail-oriented, independent, and have extensive experience in the financial planning sector.

Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality,

Job Title: Financial Services Administrator (IFA Support). This is an excellent opportunity for an experienced Financial Services Administrator to join a supportive and professional IFA environment. Templegate Recruitment – Specialist Recruiters in Financial Services.

Broughton Group is seeking an experienced Administrator to join their friendly team in Meriden. The ideal candidate will have over 3 years of administrative experience, particularly within Financial Services, and possess excellent organizational and communication skills.

Salesforce Administrator/Developer - Financial Services Cloud & OmniStudio. We are seeking a hands‑on Salesforce Administrator/Developer to join the Run/Ops team of a major UK bank, supporting and enhancing a business‑critical Salesforce platform. Working closely with the Salesforce Technical Le

Rec Financial, based in West Leicestershire, is seeking a part-time Office Administrator.

Maersk is seeking a Site Administrator to join its team in the East Midlands.

Our client a boutique financial services firm is seeking a Portfolio Administrator to join the Investment Operations team on a contract basis. Good understanding of financial instruments and their administration.

CMD Recruitment is seeking an enthusiastic Administrator for the Financial Services Industry in Swindon. Candidates should have prior experience in a similar role within Financial Services, strong communication skills, and good computer knowledge. The full-time role involves providing administration

Thrive Group is seeking a Financial Services Administrator to join their vibrant team in a growing financial planning practice in the United Kingdom. Previous experience in financial services, excellent communication skills, and attention to detail are essential.

MHA in Greater London is seeking an Experienced Administrator for their Financial Planning team.

We are looking for a detail‑oriented Financial administrator who will be working alongside the Project accountant to help with the financial and overall site administration for Projects.

This full-time role involves providing comprehensive administrative support to financial advisors, managing client onboarding, and ensuring smooth operations of financial services. A global financial services firm is seeking a highly organized Senior IFA Administrator to join their team in Greater L

A Japanese company based in Hertfordshire is currently recruiting a Financial Administrator. All applicants for the Japanese speaking Financial Administrator must have the right to work in the country without any restrictions as the Company is not able to offer visa support. Assisting with budgeting

Financial Divisions is seeking a Senior IFA Administrator in the City of London, responsible for end-to-end administration for two advisers. The ideal candidate will have experience in financial administration and knowledge of Intelligent Office and Voyant cash-flow modelling.

Citrus Elite Recruitment Ltd is seeking a highly organized IFA Administrator to join their friendly team in Poole. This hybrid role involves providing comprehensive administrative support within the financial services sector, ensuring smooth operations for clients and advisers. You will support fina

Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. Financial Services / Financial Planning admin experience is a must, please. We offer a broad range of wealth management and financial planning services to our clients, ranging from large sc

A growing financial services firm in Greater London is seeking an Experienced Financial Planning Administrator to support their Wealth team.

The Client Administrator will join our Client Admin Financial Planning team in London. Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. You will be responsible for prov

Trades Workforce Solutions is looking for a Financial Services Administrator to join their team in York, England. This role involves handling administration tasks, processing client applications, and maintaining records to support financial services. Ideal candidates will have proven administration

Position: Financial Administrator (Japanese Speaking). As a Financial Administrator, you will be involved in a broad range of finance and accounting support activities, including:. Assisting with budgeting activities and financial analysis.

A leading financial planning firm is looking for a Financial Planning Administrator to support advisers and deliver high-quality client service. Ideal candidates should have experience in financial planning, possess strong organisational skills, and be detail-oriented.

Placr Recruitment is looking for a Wealth Administrator / Junior Financial Planning Consultant in the Hove / Brighton area. The role offers competitive salary, structured training, and genuine career progression into financial advice. Candidates must have experience in financial services or administ

We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm. The successful candidate will be ideally working towards Diploma in Financial Planning and have worked for at least 1 year in a Financial Planning Administrator role. They cu

Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!. Administrator - Financial Servi

Japanese Speaking Financial Administrator. Submission of SAP related codes in Japanese, as requested by the Financial Controller. An experienced Administrator with an excellent attention to detail.

Financial Services Administrator. Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a. Previous experience working within financial services within pensions / investment or insurance essential.

Essential Employment is seeking a Financial Administrator for a full-time hybrid role in Trafford, England. You'll be responsible for various financial tasks, including reconciliations, salary sacrifice deductions, and invoicing customers. This role is temporary but provides the opportunity to gain

At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. To support the Financial Lines Underwriting divisions through defined administrative responsib