Job Description

The Role:

We are seeking a detail-oriented and dependable Administrator to provide essential administrative support to our advisers and paraplanners. We're looking for someone who is efficient, proactive and who is comfortable managing a varied workload. This role is key to ensuring the smooth day-to-day running of client processes, from initial contact through to implementation and ongoing servicing.

Key Responsibilities:

Handle client communications (email, telephone, post) in a professional and courteous manner Maintain accurate client records and ensure systems are kept up to date Liaise with product providers and other third parties to obtain policy information and valuations Organise and manage client review documentation and appointment preparation Support advisers and paraplanners with general administrative tasks, including diary management and data entry Prepare and process applications across a range of financial products Monitor and follow up on outstanding business to ensure timely completion Collaborate with team members to streamline office procedures and improve efficiency Assist with clerical duties such as filing, photocopying, and scanning documents Maintain an organised filing system for both physical and digital documents

Essential Skills and Attributes:

Previous experience in a financial services administration role and/or in developing client relationships Strong organizational and time management skills Self-starter and fast learner with business and technical acumen Excellent attention to detail and accuracy Ability to manage multiple workflows at a time and effectively prioritise time sensitive items Confident communicator - written and verbal Working knowledge of Excel, Word

Desirable (but not essential):

Familiarity with financial planning software Basic understanding of financial products such as pensions, investments, ISAs, and protection policies Working toward or interest in industry qualifications

What we offer:

Competitive salary based on experience Hybrid working arrangement negotiable (after onboarding) Supportive, friendly team A professional environment with a Christian ethos that values integrity, care, and attention to detail Opportunities for ongoing learning and development Educational reimbursement and study support
Job Types: Full-time, Permanent

Pay: 24,420.00-32,000.00 per year

Work Location: In person