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Senior Financial Planning Administrator
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Senior Financial Planning Administrator sought by a respected IFA firm in Nottingham. This role involves managing complex client cases, supporting advisers, and mentoring junior staff. Requires deep knowledge of financial planning products, FCA compliance, and strong organisational skills. Offers...
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United Kingdom , Nottingham
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25000.00 - 32000.00 GBP / Year
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IDEX Consulting Ltd
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Epm Financial System Administrator
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Seeking an **EPM Financial System Administrator** in **New York** to manage Oracle EPM EPBCS & FCCS environments. You will ensure system stability, security, and performance while driving scalable solutions with finance and IT. Requires 5+ years of Oracle EPM Cloud admin experience, Groovy script...
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United States , New York
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95000.00 - 115000.00 USD / Year
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Hunter Douglas
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Project Financial Administrator
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The Town of Wellesley seeks a full-time **Project Financial Administrator** to support its Facilities Management Department. This role provides critical financial and administrative support for capital building projects, requiring expertise in MUNIS, procurement regulations, and budget tracking. ...
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United States , Wellesley
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34.80 - 39.86 USD / Hour
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Massachusetts Municipal Association
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Financial Services Administrator
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Join a well-established Wealth Management practice in Hambledon as a Financial Services Administrator. Supporting a team of Financial Planners, you’ll prepare client documentation, process new business, and liaise with providers. Previous experience in financial planning or wealth management is e...
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United Kingdom , Hambledon
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35000.00 GBP / Year
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THOMPSON & TERRY RECRUITMENT
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Financial Services Administrator
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Join a growing financial services firm in Exeter as a Financial Services Administrator. You’ll support advisers, manage client servicing, and maintain CRM records (Salesforce desirable) in a fast-paced, client-focused team. Essential financial services experience and strong Microsoft 365 skills a...
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United Kingdom , Exeter
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27000.00 - 33000.00 GBP / Year
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Office Angels
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Financial Services Administrator
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Join a growing wealth management team as a **Financial Services Administrator** in County Antrim. Provide essential administrative support to Financial Advisers, manage client appointments, and prepare documentation. Ideal for candidates with office admin experience, strong organisational skills,...
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United Kingdom , County Antrim
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Not provided
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Brook-St Hiredonline
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Financial Services Administrator
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Join a well-established Newtownards firm as a Financial Services Administrator. Leverage your 2+ years of financial services experience and knowledge of pensions, investments, and FCA regulations. You will support Financial Advisers, manage client enquiries, and ensure compliant record-keeping. T...
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United Kingdom , Newtownards
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Not provided
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Brook-St Hiredonline
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EPM Financial System Administrator
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Seeking an **EPM Financial System Administrator** in **New York** to manage Oracle EPBCS & FCCS environments. You will ensure system stability, security, and performance while driving scalable solutions with finance and IT. Requires 5+ years of Oracle EPM Cloud experience, Groovy scripting, and s...
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United States , New York
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95000.00 - 115000.00 USD / Year
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Hunter Douglas
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Fund Administrator II - Financial Reporting
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Seeking a Fund Administrator II - Financial Reporting in Richmond, VA. This role requires 5+ years of fund accounting experience, expertise in financial statement preparation, NAV processes, and SEC reporting. You will manage reconciliations, audit support, and tax documentation. Enjoy medical, d...
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United States , Richmond
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Not provided
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Robert Half
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Financial Techno Systems Analyst / Blackline Systems Administrator
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Join a global FinTech leader as a **Financial Techno Systems Analyst / Blackline Systems Administrator** in Des Moines, IA (hybrid). Own BlackLine administration, drive finance transformation, and optimize close processes. Requires hands-on BlackLine (or ARCS/Trintech) experience, SQL skills, and...
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United States , Des Moines
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120000.00 USD / Year
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Robert Half
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Financial Services Administrator
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Join a prestigious Private Office in Leeds as a Financial Services Administrator. We seek a professional with strong operational experience in financial services, proficient in Microsoft Office, and skilled in organisation and communication. You will manage client onboarding, new business process...
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United Kingdom , Leeds
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Not provided
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The Private Office
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Project Financial Administrator
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The Town of Wellesley seeks a full-time **Project Financial Administrator** to support its Facilities Management Department. This role provides critical financial and administrative support for capital building projects, requiring expertise in MUNIS, procurement regulations, and budget tracking. ...
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United States , Wellesley
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Salary
34.80 - 39.86 USD / Hour
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Massachusetts Municipal Association
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Financial Administrator
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Join a respected Saskatchewan agriculture organization as a Financial Administrator in Saskatoon. This stable, family-feel workplace offers full-cycle bookkeeping, payroll, and financial reporting using QuickBooks Desktop. Ideal for candidates with 2+ years of accounting experience, a relevant ce...
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Canada , Saskatoon
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Not provided
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Aplin
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Financial Services Administrator
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Join a nationwide group of independent financial planners as a **Financial Services Administrator** in the UK. This permanent role requires prior experience in wealth management or an IFA firm. You will manage client communications, ensure FCA compliance, and handle documentation using systems li...
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United Kingdom
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Not provided
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Brook-St Hiredonline
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Client Relationship Administrator / PA (Financial Services)
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Join a growing financial services firm in Wellington as a Client Relationship Administrator/PA. You’ll support Financial Consultants, manage client meetings, and handle administration queries. Ideal candidates have corporate office experience, strong attention to detail, and excellent organisatio...
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United Kingdom , Wellington
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33000.00 GBP / Year
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Office Angels
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Financial Systems Analyst / Blackline Systems Administrator
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Own BlackLine enterprise-wide as a Financial Systems Analyst in Des Moines. Drive automation, reconciliations, and close performance with high executive visibility. Requires hands-on BlackLine or ARCS/Trintech experience and strong finance skills. Competitive base, bonus, equity, and relocation a...
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United States , Des Moines
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90000.00 - 120000.00 USD / Year
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Robert Half
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Financial Administrator
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Join a dynamic team in Penrith as a Financial Administrator, providing high-quality support in pensions, investments, and protection. You’ll manage client queries, process new business, and maintain compliant records using IO and Platform. Ideal for experienced financial planning professionals wi...
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United Kingdom , Penrith
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Not provided
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Perspective Financial Group Ltd
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Administrator – Financial Services
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United Kingdom , Sale
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25000.00 GBP / Year
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Platinum Recruitment Group Ltd
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Financial Services Administrator
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Join a respected Belfast wealth management firm as a Financial Services Administrator. Leverage your 2+ years of experience in financial services to support Wealth Managers with client reviews, compliance, and administrative tasks. Ideal candidates possess strong knowledge of UK regulations, inve...
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United Kingdom , Belfast
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Not provided
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Brook-St Hiredonline
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Financial Services Administrator
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Join a reputable East Belfast firm as a **Financial Services Administrator**. This permanent role requires experience in a financial advisor practice, strong clerical skills, and proficiency in Microsoft Office. You will support advisors with client files, valuations, product research, and compli...
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United Kingdom , East Belfast
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Not provided
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Brook-St Hiredonline
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About the Financial Administrator role

Explore rewarding Financial Administrator jobs, a critical and dynamic profession at the heart of any organization's fiscal health and operational efficiency. Financial Administrators are the essential backbone of finance departments, accounting firms, wealth management practices, and corporate offices, ensuring the seamless execution of day-to-day financial and administrative operations. This career path is ideal for detail-oriented individuals who thrive on organization, precision, and supporting the broader financial strategy of a business.

Professionals in these roles typically manage a diverse portfolio of responsibilities centered on financial record-keeping, transaction processing, and client or internal stakeholder support. A core duty involves maintaining accurate and up-to-date financial records, which includes data entry into specialized software, reconciling bank statements, and processing invoices and expenses. They are often responsible for preparing routine financial reports, assisting with payroll administration, and managing accounts payable and receivable cycles. In client-facing environments, such as Independent Financial Advisor (IFA) practices, Financial Administrators play a key role in supporting advisors by preparing client review documentation, processing new business applications, and acting as a liaison between clients and product providers. Across all sectors, ensuring strict compliance with financial regulations and internal quality standards is a fundamental and non-negotiable aspect of the job.

The typical skill set required for Financial Administrator jobs blends strong technical aptitude with exceptional soft skills. Foundational numerical and accounting knowledge is paramount, often supported by proficiency in Microsoft Office Suite, particularly Excel, and industry-specific platforms. Unwavering attention to detail and superior organizational skills are crucial for managing multiple priorities and maintaining flawless records. Excellent written and verbal communication skills are essential for interacting with colleagues, clients, and external institutions. Employers commonly seek candidates who are proactive, self-motivated, and possess a strong ethical compass regarding confidentiality. While entry-level positions may be available for those with a keen interest in finance, many roles require several years of relevant experience in a financial services, accounting, or administrative setting. A commitment to continuous professional development, potentially through qualifications like those from the Chartered Institute for Securities & Investment (CISI) or similar bodies, is highly valued and can significantly enhance career prospects.

Pursuing Financial Administrator jobs means stepping into a stable yet evolving profession that offers clear pathways for advancement into senior administration, paraplanning, or management roles. It is a career built on trust, accuracy, and the vital administrative support that allows financial systems to function effectively. If you are seeking a role where your meticulous work directly contributes to financial clarity and operational success, exploring opportunities in financial administration could be your ideal next career move.