Administrator – Role Specification

on 19 February 2024

Ovation Finance is looking for an Administrator to join their team for a fixed term 12-month contract to cover maternity leave.

Ovation Finance helps its clients and employees accumulate life, not just wealth. We’re a firm with strong principles and a firm believer in doing the right thing. The best test we use is “Would you advise your Mum to do that?”.  We take great joy in the work we do for our clients and take pleasure in seeing them create the lives they want to live.

Who are we and why would you want to join us?  We’re a warm and welcoming team who have created a harmonious, approachable and easy-going environment. We trust each other to get the job done which creates a sense of pride and ownership in what we do.  We will always do the right thing by our clients and each other. We care about the environment and our social impact on society, which is why we’re currently undergoing BCorp Certification.



  • We are 70% employee owned, having made the transition in March 2018
  • We have 12 team members at Ovation
  • We have 3 trustees – 1 independent, 1 non-exec director and 1 employee trustee



  • Gathering policy information
  • Completing forms and illustrations, and processing new business.
  • You’ll assist with adviser diary management and help take notes where required.
  • You will work closely with other members of the paraplanning and adviser team to ensure all documentation is actioned and the relevant systems kept up to date.
  • You will also assist the Practice Manager with various annual projects.



  • Have a good understanding of the workings in a Financial Advice business
  • Have a minimum of 2 years’ experience in a Financial Advice Firm


REQUIREMENTS You will ideally:

  • Have good attention to detail and accuracy
  • Excellent organisational skills, this includes diary management
  • Excellent written and verbal communicationskills
  • Be innovative, creative and proactive
  • Enjoy and thrive upon interaction and collaboration with others
  • Have experience submitting new business on platforms
  • Have IRESS Xplan experience (nice to have)
  • Share our Values of Integrity, There’s More to Life than Money, and not advising anyone to do something you wouldn’t ask your mum to do!



  • Annual salary – £24-£28K plus benefits
  • Non-contributory pension scheme (7% of all earnings paid into pension scheme)
  • Death in Service cover of 6 x annual salary
  • 25 days holiday, plus statutory holidays
  • Health Club cash-back



If you are interested in applying for this administrator role, please ensure you provide:

  • A CV, including recent achievements and the details of two referees – 1 personal & 1 professional
  • For further information and to email details – Cheryl Frazer, Practice Manager:

Or you can apply through LinkedIn by clicking this link.


Ovation Finance is committed to encouraging equality and diversity among our workforce, and eliminating unlawful discrimination.


Download a copy of the role specification here.

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