Job Description

We are looking for a diligent individual to come and work with our small and friendly team.

Could suit an applicant looking to work school hours, with potential for a term-time only arrangement.

Full-Time Equivalent Salary - 28,000 (Dependent on experience).

Experience desired but not essential. Training will be provided and there is potential for growth with opportunities for support with relevant qualifications in the future. Renumeration reviewed annually inline with gained experience and capability in role.

Essential qualities:

o Experience as a PA or office administrator

o Financial Services experience valuable but not essential

o Attention to detail

o Ability to calculate percentages and analyse financial figures

o Good grasp of Microsoft Office applications

o Proactive and uses initiative

o Excellent verbal and written communication skills

o Organisational and time management skills

o Ability to multitask and prioritise workload

The duties of this role include:

o Liaising with customers and providers via email and phone.

o Submitting financial applications to providers.

o Prepare regulatory client letters and documentation on behalf of the advisers.

o Keep clients updated on the progress of their applications.

o Responding to customer enquiries.

o Thorough file checking and compliance duties to maintain accuracy and regulatory standards.

o General admin in support of the team and perhaps some PA duties

This list is indicative of the duties involved but not exhaustive; an element of flexibility will be required as this role evolves.

Location

:

Initially working from our office at Broome Manor Lane; this may develop to 50/50 hybrid working.

Job Type: Part-time

Pay: From 16,800.00 per year

Expected hours: No less than 22.5 per week

Benefits:

Company pension Free parking On-site parking
Application question(s):

In a few words, describe why this role interests you?
Education:

GCSE or equivalent (preferred)
Experience:

Customer service: 1 year (preferred) Financial services: 1 year (preferred)
Language:

English (preferred)
Licence/Certification:

Driving Licence (preferred)
Work Location: In person

Application deadline: 19/11/2025
Reference ID: BeAdvised Financial Administrator