Administrator

CV-LibraryPlymouth, DevontemporaryPosted: 2 June 2026
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Administrator – Plymouth – Temporary Assignment

πŸ’Ό Rate: Β£15.60 - Β£20.00 per hour + Holiday Pay
πŸ“ Location: Plymouth, Devon
πŸ•’ Hours: 37 hours per week (4pm finish every Friday)
πŸ“… Start: ASAP

Are you an experienced Administrator who has previously worked within Financial Services and looking for your next opportunity within a professional environment? Our client is seeking an organised and detail-focused administrator to support their busy financial services team on a temporary basis.

This is an excellent opportunity for someone with previous experience within Financial Planning, Wealth Management, Banking, Mortgages, Insurance or another FCA-regulated environment. You'll play a key role in ensuring client administration is completed accurately, efficiently and in line with regulatory requirements.

There is also the potential for this position to become permanent for the right person.

What You'll Be Doing

βœ” Providing administrative support to Financial Advisers, Paraplanners and the wider team

βœ” Processing new business applications and client documentation

βœ” Preparing suitability packs, review documentation and client correspondence

βœ” Maintaining accurate records across CRM and back-office systems

βœ” Liaising with clients, providers and third-party organisations

βœ” Monitoring outstanding requirements and following up on actions

βœ” Supporting client onboarding and ongoing servicing activities

βœ” Ensuring all documentation is compliant with FCA and company regulatory standards

βœ” Managing confidential client information with professionalism and discretion

βœ” Assisting with general administration and business support duties as required

What We're Looking For

πŸ’‘ Previous administration experience within Financial Services, Financial Planning, Wealth Management, Mortgages, Insurance, Banking or another regulated environment

πŸ’‘ Strong understanding of compliance and regulatory processes

πŸ’‘ Excellent attention to detail and accuracy

πŸ’‘ Experience using CRM and financial services back-office systems

πŸ’‘ Strong organisational and time management skills

πŸ’‘ Confident communication skills, both written and verbal

πŸ’‘ Proficiency with Microsoft Office, including Outlook, Word and Excel

πŸ’‘ Ability to prioritise workloads and work effectively within a busy team environment

Why You'll Love This Role

βœ” Β£15.60 - Β£20.00 per hour + Holiday Pay

βœ” Free private on-site parking

βœ” 37-hour working week

βœ” 4pm finish every Friday

βœ” Immediate start available

βœ” Potential to secure a permanent position

βœ” Opportunity to work within a respected financial services organisation

βœ” Supportive and professional working environment

πŸ“© Apply now for a confidential conversation about this Temporary Administrator opportunity in Plymouth.

Carrington Wood is a specialist recruitment consultancy supporting organisations across Cornwall, Devon, and the wider South West. We recruit across Finance, Accounting, HR, Administration, Customer Service and Business Support on both a temporary and permanent basis

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