Administrator

Role Description We are seeking a highly organised and detail-oriented Administrator to provide comprehensive support to our Financial Advisers, Paraplanners and wider team at Lathe & Co Wealth Advisers.This position plays a key role in ensuring efficient back-office operations and delivering excellent client service, helping to maintain the firm's reputation for professionalism, integrity and attention to detail.Key ResponsibilitiesProvide administrative support to Financial Advisers and the wider team.Manage and maintain client records, documentation and internal systems with accuracy and confidentiality.Prepare and process client documentation, including new business, servicing and valuations.Liaise with providers to obtain policy and product information.Book client meetings and assist with meeting preparation, including review packs and client summaries.Track and manage workflow pipelines to ensure tasks are completed within agreed timeframes.Support the onboarding of new clients, including sending welcome packs and collecting required documentation.Handle inbound and outbound correspondence (phone, email and post), including the management of letters of authority.Welcome clients and visitors, ensuring a professional and friendly experience.Assist with the day-to-day running of the office, including meeting room preparation, office supplies and general administration.Support the coordination of internal meetings, team events and wider business initiatives.Ensure all administrative processes comply with FCA regulations and internal policies.Deliver a consistently high standard of client service, maintaining professionalism and courtesy at all times.Skills & ExperienceEssential:Previous administrative experienceStrong organisational skills with the ability to prioritise and manage multiple tasks.Excellent written and verbal communication.High attention to detail and a methodical approach to work.Strong IT skills, including proficiency in Microsoft Office (Word, Excel, Outlook).A proactive, self-motivated attitude with the ability to work independently and as part of a team.Desirable:Experience within the Financial Services industryInterest in pursuing further qualifications in financial planning or administration.Personal AttributesProfessional, courteous, and committed to delivering excellent client service.Trustworthy and respectful of client confidentiality.Highly organised with strong attention to detail and the ability to prioritise effectively.Proactive, eager to learn, and contribute to team success.Adaptable and able to perform well in a fast-paced environment.Reporting LineThis role reports directly to the Office Manager and works closely with Financial Advisers, Paraplanners, and other support staff.LocationSt Swithin’s Lane, London, EC4N 8AD. Working HoursMonday to Friday, 8.30am – 5:30pm Remuneration & BenefitsCompetitive salaryLife Cover*Private Medical Insurance*Pension matching (capped)Hybrid working (3 days in office)Unlimited holiday policyFunded examination support *Life Cover and Private Medical Insurance are available following successful completion of the probationary period.IndustryFinancial ServicesEmployment TypeFull-time