Job Description

Join a friendly, family-run team with nearly 20 years of trusted service!

Looking for a rewarding administrative role where no two days are the same? Avanti Wealth Management is a supportive, collaborative, and fun family-run business with almost 20 years of experience helping clients achieve their financial goals. We're seeking an enthusiastic Administrator to provide maternity cover -- an excellent opportunity to grow your skills and make a real difference in a team that truly cares.

Administrator (Maternity Cover) -- Avanti Wealth Management

Location:

Barnet/Cuffley

Job type:

Fixed-term contract (Maternity cover)

Start date:

1st October 2025

Salary:

24,000 - 28,000 per year

Avanti Wealth Management is a family-run financial planning and wealth management firm, proudly partnered with St. James's Place Wealth Management. We have been helping clients achieve their financial goals for nearly 20 years, providing highly personalised and trusted advice.

We are looking for a proactive and detail-oriented

Administrator

to join our friendly team and provide maternity cover for one of our valued colleagues. You will play a key role in supporting our advisers and paraplanners, ensuring the smooth running of our office and delivering excellent client service.

Key Responsibilities

Handle day-to-day client queries and requests in a professional and timely manner Maintain and update the CRM system accurately and efficiently Book and manage client meetings for advisers and paraplanners Prepare and process documentation for client meetings and ongoing servicing Support with marketing activities and client events Liaise with St. James's Place to ensure processes are followed and deadlines are met Provide general administrative support to the wider team as required

About You

Previous experience in an administrative role is essential Experience in a financial services or wealth management environment is highly desirable Previous St. James's Place administration experience is preferred Excellent organisational skills and attention to detail Strong written and verbal communication skills Ability to prioritise tasks and manage time effectively Friendly, approachable, and able to work well in a small, collaborative team

Why Join Us?

At Avanti, we pride ourselves on our supportive, collaborative, and fun company culture. You'll join a close-knit team that genuinely cares about each other and our clients.

We offer:

A performance bonus scheme A hybrid approach to working (split between home and office) A competitive salary of 24,000 - 28,000, depending on experience Full-time hours: 40 hours per week

Start date:

We are looking for someone to start in October 2025 to allow for a smooth handover before maternity leave begins on 1st November 2025.

Contract length:

Approximately 10 months, with potential for extension depending on circumstances.

To Apply:

Please submit your CV and a brief cover letter outlining your suitability for the role. We look forward to hearing from you!

Job Types: Full-time, Fixed term contract
Contract length: 10 months

Pay: 24,000.00-28,000.00 per year

Benefits:

Company pension
Language:

English (preferred)
Work Location: Hybrid remote in Barnet EN5 4SZ

Reference ID: Administrator (Maternity Cover) -- Avanti Wealth Management
Expected start date: 01/10/2025