Job Description

Up to 40k DOE | Flexible Working | Cirencester
Our client, an established and highly respected firm, is known for delivering outstanding financial planning and wealth management services to a small, select client base. With a strong reputation for attention to detail, service quality, and long-term client relationships, the business offers genuine career progression opportunities. Their team is collaborative, client-focused, and forward-thinking, with a 3-5-year development plan for ambitious individuals looking to grow within the financial services sector.
The Role:
An exciting opportunity has arisen for a Finance Administrator to join the team at their rural Cirencester office. This is a client-facing role that requires exceptional organisation, responsiveness, and a high standard of service delivery. The successful candidate will provide administrative support across financial planning and portfolio management, while also being part of a progressive environment where long-term career development is a core focus.
This role offers Full-Time, Monday to Friday, 9 AM - 5 PM
Working from home on Fridays
Due to the rural location, you must have access to a vehicle to attend the office 4 days a week.
Responsibilities for the Finance Administrator include:

• Support client onboarding and administration processes, ensuring documentation is accurate, compliant, and efficiently managed
• Handle day-to-day client communications, answering calls promptly and providing a first-class service at all times
• Assist financial planners with portfolio management, fund movements, and record-keeping
• Continuously improve and refine administrative processes to support business growth and client satisfaction

Requirements of the Finance Administrator include:

• Previous experience in financial services administration is desirable; alternatively, a graduate/entry-level candidate with strong organisational skills will be considered
• Meticulous attention to detail, with the ability to manage client data and financial Documentation accurately
• Confident communicator with excellent client-facing skills and a strong service-first attitude

Your benefits:

• Hybrid Working
• 25 Days Holiday Plus Bank Holidays
• Standard Auto-Enrolment Pension
• Private Medical Insurance
• Dog-friendly offices with free onsite parking and a friendly, close-knit team culture.

If you are a motivated and detail-oriented individual seeking a long-term career in financial services, this role offers the perfect blend of responsibility, progression, and client interaction. Apply today to take the next step in your career.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Charlotte Coke
Ref: 10968