Job Description

Job Overview

We are a thriving financial services firm based in the heart of Burbage, looking for a professional, proactive, and personable

Financial Services Administrator

to join our growing team.

As the first point of contact for clients, you'll play a key role in delivering a welcoming, efficient and organised experience. You'll manage a variety of administrative and client-facing tasks while supporting the Directors and Operations Manager in running the day-to-day business and managing client logistics.

This is a varied and rewarding role within a firm that is professional, caring and genuinely values its team.

Responsibilities

Welcome and host clients and business visitors Qualify incoming enquiries and ensure they are appropriate Handle incoming calls and manage appointment booking (Outlook/Zoom/Office 365) Prepare for client meetings and manage follow-up tasks Support business marketing strategies Maintain accurate client data and office records Assist clients with our online systems and platforms Manage post, scanning, and general office logistics Ensure a tidy, client-ready environment; provide refreshments and coordinate events

Experience

At least

2 years' experience in a financial advcie office-based role

Experience of working with True Potential back office systems

Strong IT skills including Microsoft Word, Excel, Teams and Zoom Excellent written and verbal communication High attention to detail and commitment to data accuracy Confident, personable, and comfortable dealing with clients Strong organisational and multitasking abilities Positive, self-motivated, and solution-focused Comfortable working in a small office environment

What We Offer

Salary from

26,000-30,000

depending on experience

25 days holiday

plus bank holidays, plus

1 wellness day

after 1 year

Attractive workplace pension

A modern, newly refurbished office space in central Burbage Supportive, friendly and forward-thinking team environment
We are a well-established financial advisory firm serving the Leicestershire/Warwickshire area. We are proud to offer pension and investment advice, and we're passionate about helping our clients achieve their financial goals.

Our team is friendly, caring, and professional - and we take staff wellbeing seriously. With a strong local reputation and ambitious plans, we're excited to welcome someone who shares our values.

Job Types: Full-time, Part-time, Freelance, Zero hours contract

Pay: 21,367.50-28,000.00 per year

Expected hours: 20 - 35 per week

Benefits:

Company pension Health & wellbeing programme
Schedule:

Monday to Friday No weekends
Experience:

True Potential back office : 1 year (required)
Work Location: In person