5 ELK is an outsourcing provider working with UK businesses to develop financial advice that creates wealth, happiness and freedom for its clients.
Department: Operations
OBJECTIVE OF THE ROLE:
As an Administration Specialist at 5 ELK, you will be responsible for providing exceptional administrative support and offering expertise in technology use and advising on process improvements to boost efficiency of UK-based clients. We’re seeking an experienced Administration Specialist to support financial advice firms with high-quality, remote administrative services. In this role, you’ll act as an extension of our clients’ teams—interacting with their clients, managing key operations, and recommending process improvements.
ROLES AND RESPONSIBILITIES
- Manage and prioritise workload effectively using diary, task, and activity systems in line with client requirements.
- Ensure all documents, notes, and correspondence are correctly logged against client records.
- Maintain accurate and up-to-date client and plan information within the client's back-office system.
- Process new business with providers and platforms efficiently and accurately.
- Action portfolio rebalances and investment transactions as per adviser instructions.
- Record income details from plans and fees accurately.
- Prepare pre- and post-meeting documentation for client appointments.
- Set up valuation feeds and collate data to produce portfolio valuations.
- Act as a key point of contact for clients, platforms, providers, and technology suppliers.
- Monitor pipeline business using task and diary systems.
- Generate, check, and send standard correspondence and letters.
- Manage transfer of agency and servicing requests.
- Use online tools for research and product comparisons.
- Obtain quotes for clients and prospects from providers.
- Liaise professionally and proactively with clients, providers, and platforms, always representing clients' best interests.
- Support income reconciliation by obtaining and checking commission statements.
- Conduct regular client meetings to ensure clear communication and effective workload management
QUALIFICATIONS
- Bachelor's degree in Accounting, Finance, Business Administration and other related fields
- Minimum 5 years’ experience in a financial services administration role.
- Strong working knowledge of financial services platforms (e.g., Standard Life, Zurich, Transact).
- Experience with industry CRM systems, especially Intelliflo Office.
- Understanding financial advice processes and compliance requirements.
- Commercially aware and able to support business growth through excellent service.
Job Type: Full-time
Benefits:
- Paid training
Schedule:
- 8 hour shift
- Afternoon shift
Supplemental Pay:
- 13th month salary
Application Question(s):
- Are you willing to be in a mid-shift schedule?
Work Location: In person