Job Description

Are you ready to swap your standard office job for something a bit more exciting?

We're currently on the lookout for an experienced Administrator to join our dynamic and friendly team here at FMB. While the job title might sound a little mundane, rest assured, there's never a dull moment here. Every day, we support people on their journey to financial security - and we do it with energy, teamwork, and a genuine passion for helping others.

At FMB, we value personal growth just as much as professional development. We embrace challenges, celebrate progress, and cheer each other on. If you're someone who thrives in a supportive environment and enjoys learning new things, you might just be the perfect fit for us.

What We're Looking For:

We're seeking someone who's:

Comfortable working with back-office databases and Microsoft Office (especially Word, Outlook, and Excel) Confident answering and making calls Great at following processes and has a sharp eye for detail A team player who's eager to learn and grow with us
No financial services experience? Not a problem, we can get you up to speed on that!

A Snapshot of the Role:

You'll be supporting our Financial Planners by handling client-related admin. This includes:

Filtering calls Preparing for client meetings Processing applications General client support and administration

Hours:

Full-Time: 35 hours per week
Monday - Friday, 9am - 5pm

What You'll Need:

At least 4 GCSEs (A-C), including English and Maths Over 1 year of admin experience Strong written and verbal communication skills An enthusiastic, can-do attitude Ability to work independently and juggle multiple priorities

The Role in Brief:

The successful applicant will assist the financial planners with all aspects of the client relationship to ease the amount of administration work they become involved in. This includes filtering calls, preparing for client meetings, processing new applications and all general client administration.

Weekly Working Hours:

Full-Time - 35 hours per week; Monday - Friday, 9am - 5pm.

Employee Benefits:

22 days holiday + bank holidays Currently 3 extra days off between Christmas & New Year Death in Service Scheme 3% Company Pension Scheme Contribution Bonus Scheme Birthdays - Paid day off if your birthday falls on a working day Free full financial planning service (with no ongoing fees!) Free on-site parking

Sound Good? Here's How to Apply:

To be considered, please send Manager of HR & Administration, Sarah Hartley, your:

CV Plus a covering letter explaining why you'd love to be part of our team
We look forward to hearing from you!

Job Type: Full-time

Pay: 23,000.00-28,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Company events Company pension Cycle to work scheme Financial planning services Flexitime Free flu jabs Free parking Health & wellbeing programme Life insurance On-site parking Paid volunteer time Sick pay
Schedule:

Monday to Friday No weekends
Ability to commute/relocate:

Kendal, LA8 8AA: reliably commute or plan to relocate before starting work (preferred)
Experience:

customer service: 1 year (preferred)
Work Location: In person

Application deadline: 10/08/2025