Senior Administrator / Office Manager

My client is a well established UK financial advice firm, delivering tailored Financial Planning solutions to both individuals and businesses across pensions, investments and protection. With a commitment to delivering high-quality advice and outstanding client service, we are seeking an experienced and proactive Senior Administrator to also take on the role of Office Manager , overseeing daily operations and team workflows.This is a dual-role opportunity ideal for a highly organised and detail-oriented individual with strong experience in financial services administration and a proven understanding of the pensions and investment environment. The successful candidate will be responsible for leading the administration team, managing office operations, and ensuring the smooth running of administrative functions and systems including Intelliflo Office (IO). Key Responsibilities : Administration & Client Support

• Oversee day-to-day administrative processes across the business, ensuring high service standards.
• Issue letters of authority and liaise with providers to chase up policy information.
• Maintain and develop workflows to ensure the efficient processing of business.
• Support the advice team in the preparation of documentation for meetings and suitability reports.
• Handle complex cases such as SIPP / SSAS, drawdown, and offshore bond administration.