Flexible, Remote Financial Services Admin and Client Servicing roles
We’re looking for experienced Financial Services Administrators and Client Servicing specialists to support advisers nationwide.
Become a Plus Group Administrator or Client Servicing Administrator
Who we are
About us
We support financial advisers and firms across the UK with the essential administration and client servicing work that sits behind every advice process.
Advisers rely on us to keep cases moving, keep client records updated, and keep their businesses running smoothly. And that only works because of experienced people like you. We understand the pace, the detail, and the responsibility that come with this type of work.
Your experience is recognised, respected, and supported here. We are not corporate. We are not political. We are a team of good people who take pride in doing great work.
working with us
Remote working with flexible hours
You can work from anywhere in the UK, and structure your hours around what works best for your life.
All we ask for is reliability, communication, and high quality work. You’ll get flexibility, trust, and a supportive team in return.
Team Insights
Hear from Ashley about the role and how we work
Ashley, our Client Servicing & Admin Team Leader, shares what the role involves, how the team supports each other, and what you can expect day to day. It’s a quick, honest look at the work you’ll be doing and the environment you’d be joining.
why join us
Why experienced administrators join us
Get flexibility without losing support, a healthier work-life balance, and a team that values your experience. Work in a place where you’re trusted to do the work you’re good at, workloads are manageable, and the culture feels genuinely positive.
They feel trusted from the very beginning.
They get flexibility without losing support.
They finally have a healthy work-life balance.
Their experience is genuinely valued.
They can ask questions without judgement.
They feel part of a positive, supportive team.
The role
Administration and client servicing support
You’ll help advisers deliver a smooth, well organised client experience.
Your work will support advice delivery and ensure cases progress without delay.
Because you already understand the industry, the pace and workflow will feel familiar from day one.
If you have SJP experience, even better. Many of the advisers we support use similar processes and will value your knowledge straight away.
your day-to day
What you’ll be doing
A varied and meaningful mix of administration and client servicing tasks. Everything you do helps advisers deliver a better service to their clients.
Supporting advisers with their annual review process
Updating client records and CRM systems
Communicating with admin centres and providers
Obtaining valuations and policy info
Preparing and completing forms
Keeping cases moving efficiently
Handling client servicing queries
Handling business submissions
Supporting with meeting preperation
We’re looking for
Who this role suits
You will thrive here if you:
- Already work in financial services administration or client servicing
- Understand provider processes, platforms, and adviser workflows
- Take pride in accurate, organised, high quality work
- Value flexibility, autonomy, and remote working
- Prefer a supportive, friendly working environment
- Want a long term role with progression
- Enjoy helping advisers deliver a smooth client experience
This is a great fit for someone who knows the industry and wants a place where that experience is genuinely appreciated.
why we’re different
What you get from us
You’ll get flexibility, trust, and a friendly team that appreciates the work you do and knows how to support you.
Flexible, remote working in the UK
Work from anywhere in the UK, and structure your day around your life.
A team that understands your skill set
Your experience matters here and is treated with respect.
Supportive managers who know the industry
Guidance, help, and clarity whenever you need it.
Room to progress
Client servicing, senior admin roles, leadership pathways, paraplanning routes, and more.
A culture that feels different
Supportive, friendly, honest, and free from ego.
A stable workload with clear expectations
You’ll always know what matters and where to focus.
how to apply
The Application process
Our process is friendly, transparent, and respectful of your time.
- Apply using our form
- We’ll be in touch to confirm we have your application
- If your experience fits, we’ll arrange an informal call
- You’ll meet the team you would be working with
- If it feels right on both sides, we’ll offer you the role
- Our friendly team takes you through our easy onboarding process
No long delays. No complicated assessments. Just a simple, honest, collaborative experience.
If you’re looking for a remote financial services admin job, where your experience is valued and your work makes a real difference, we’d love to hear from you.
Become a Plus Group Administrator or Client Servicing Administrator
Meet your dream team
Paraplanners, Chasers, Gurus, and more.
Scott Daniels
Director & Co-Founder
Scott Daniels
Director and Co-Founder
ABOUT
I am one of the Directors and Co-Founders of Plus Group. My main role is to manage the day to day running of the business, and I spend a lot of time speaking to the various stakeholders and engaging with new clients, as well as discussing cases with Paraplanners and Partners.
I’m originally from Wales, not that you can tell from the accent! I live with my wife Kelly, our two children Oliver and Charlotte, and chihuahua Coco.
LIKES
I enjoy reading, watching LFC, and eating out. I also try to play golf every Friday afternoon and have recently taken up Photography.
Mark Lamb
Director & Co-Founder
Mark Lamb
Director & Co-Founder
ABOUT
I’m obsessed with business and my hero is Richard Branson, one of my early influences, after reading his book "Screw it, let's do it", which is a motto I often adopt myself.
Besides business, I love to travel and am currently residing in Bali, Indonesia where I live with my dog, Bo.
I’m an avid Liverpool supporter and season ticket holder, however due to living away, no longer get to go to the game.
LIKES
Travelling, Liverpool Football Club and Marketing
DISLIKES
Celery, rude people and cold weather
Sue McFarlane
Operations Director
Sue McFarlane
Operations Director
ABOUT
I have done a bit of everything over the years, from Administrator, Office Manager, Paraplanner and Financial Adviser. By having worked in all of these different roles, I have a good understanding of what is needed by all parties involved in the work we support SJP Partners with, to get the best outcome for all.
LIKES
I am animal mad and my husband is very happy we have never won the lottery otherwise we'd have our own pet rescue set up somewhere! I love decoupaging, mudlarking and researching my family tree.
DISLIKES
I am very much a country mouse and am really not keen on cities so avoid them if I can. Given the fact I have almost been knocked over in Paris, Amsterdam and London, I think it is probably for the best.