Job Title: Senior Administrator / Team Leader
Salary: £30,000 – £40,000 (Senior Administrator) | £40,000 – £47,000 (Paraplanner level)
Location: Grimsby (Hybrid – 3 days in office, 2 from home)
About our clients and the role:
Swarm Recruitment is proud to be partnering with a progressive, employee-owned financial planning firm based in Grimsby. The business is built around a clear philosophy: putting people first - both clients and employees.
With a team of 11 advisors, the firm delivers high-quality, holistic financial planning and has created an environment where collaboration, trust, and long-term relationships are at the heart of everything they do. As an Employee Ownership Trust (EOT), every team member has a genuine stake in the success of the business, sharing in its growth through bonuses and profit share.
This is an opportunity to join a supportive and forward-thinking team in a senior administrative capacity, with the scope to step into a Team Leader role. You’ll play a key part in ensuring the smooth delivery of client service while helping to develop and strengthen the administrative function.
The business is particularly passionate about developing its people - whether that’s supporting professional qualifications, offering clear progression pathways, or helping individuals grow into leadership roles.
Salary & Benefits:
• Basic Salary:
- £30,000 – £40,000 (Senior Administrator)
- £40,000 – £47,000 (Paraplanner level)
• Bonus Structure:
- Tax-free EOT bonus
- Quarterly performance bonuses
- Profit share scheme
• Progression Opportunities:
- Clear pathway into a Team Leader position
- Opportunities to progress into Paraplanning or Advisory roles
- Full exam support and structured study programme
• Additional Benefits:
- Private Medical Insurance
- Pension Scheme
- Holiday Purchase Scheme
- 22 days holiday + bank holidays
- 2 additional days off at Christmas
- Corporate Eyecare
- Perkbox Discounts
- Employee Referral Scheme
- Learning & Development Programme
- Electric Car Scheme
- Flexible and hybrid working
Working Hours:
- Monday – Friday, 9:00am – 5:00pm
- Flexible approach to working hours (early/late start and finish options available)
- Hybrid working: 3 days in the office, 2 days from home
Desired Experience:
- Minimum 4 years’ experience within Financial Planning / Wealth Management
- Strong background supporting Financial Advisors in an administrative or paraplanning capacity
- Comfortable working in a client-focused, professional environment
- Experience with back-office systems (e.g. Intelligent Office) is advantageous
- A proactive and organised approach, with strong attention to detail
- Someone looking to take the next step in their career, either as a senior specialist or into a leadership role
Responsibilities & Duties:
• Supporting advisors in delivering a high-quality, client-centric service
- Managing client applications, documentation, and ongoing servicing tasks
- Handling more complex administrative work with accuracy and efficiency
- Acting as a senior member of the team, providing guidance and support to colleagues
- Contributing to the development and improvement of internal processes
- Playing a key role in maintaining high standards of compliance and client care
- Supporting training, mentoring, and knowledge sharing across the team
- Collaborating closely with advisors and colleagues to ensure seamless service delivery
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Job Types: Full-time, Permanent
Pay: £30,000.00-£47,000.00 per year
Benefits:
- Company pension
- Employee discount
- Employee stock ownership plan
- Flexitime
- Free parking
- On-site parking
- Private medical insurance
- Profit sharing
- Referral programme
- Work from home
Experience:
- Wealth Management: 4 years (required)
Work Location: Hybrid remote in Grimsby DN31 1TX
