https://jobs.co.uk/job/financial-services-administrator-recruitment22--b05845cd-fdbc-4223-8f42-1e87460356f2 RSS feed for Financial Services Administrator at recruitment22. en-gb Wed, 10 Jun 2026 11:51:38 GMT https://jobs.co.uk/job/financial-services-administrator-recruitment22--b05845cd-fdbc-4223-8f42-1e87460356f2 https://jobs.co.uk/job/financial-services-administrator-recruitment22--b05845cd-fdbc-4223-8f42-1e87460356f2 Tue, 09 Jun 2026 11:53:05 GMT Location: London | Salary: 35000.00-35000.00 Annual | Type: Permanent | New Business Administrator - Financial Services (City of London)Location: City of LondonSalary: £35,000 - £40,000 DOE + company bonusA well-established independent financial advisory and investment management firm is seeking a New Business Administrator to join its city-based team. This is an excellent opportunity for a detail-oriented and motivated individual to support advisers in delivering a high-quality, bespoke service to private and corporate clients.You will play a key role in processing and managing new business, ensuring accuracy, compliance and efficiency across all client activities, while gaining exposure to investment products and portfolio management.Key ResponsibilitiesProcess and prepare new business applications Obtain quotations and manage workflows (XPlan) Prepare KYC and fee disclosure documentation Check and issue contract notes Maintain accurate client records and ensure compliance Liaise with advisers, clients and providers to resolve queries Prepare client meeting packs Assist with investment and product analysis Support advisers with research and reporting Set up and manage workflows for new business RequirementsExperience in financial services administrat... Permanent