Job Type: Fulltime, permanent
Are you an organised, proactive administrator looking to take the next step in your financial
services career? This is a standout opportunity to join a highly respected wealth management
environment where your development, progression and professional growth are genuinely
prioritised.
You’ll work closely with experienced Consultants and Associate Consultants, providing
firstclass administrative support to clients and colleagues. This is an officebased role
designed for someone who thrives on inperson collaboration, values strong communication,
and enjoys being at the heart of a busy, supportive team.
Why This Role Stands Out
A clear, structured training and development pathway
Daily interaction with industry professionals to accelerate your learning
Exposure to the full financial planning process
Opportunity to build deep technical knowledge in pensions, investments and wealth
management
A collaborative, friendly team culture where your contribution is genuinely valued
Key Responsibilities
Deliver highquality administrative support to Consultants and clients
Maintain accurate records and handle confidential information with complete
discretion
Support onboarding, training and mentoring of new team members
Ensure all work meets FCA and internal compliance standards
Assist with the preparation of documentation, reports and client communications
Prioritise workload effectively in a fastpaced environment
Skills & Experience We’re Looking For
1–2 years’ experience in a fastpaced financial administration role
Understanding of the financial advice process
Knowledge of pensions, retirement planning and investment products
Strong literacy, numeracy and accuracy
Excellent organisational and interpersonal skills
Confident using Microsoft Word and Excel (Intelligent Office experience is an
advantage)
A positive, enthusiastic attitude with a desire to build a longterm career in financial
services
Who Will Thrive in This Role
This position is ideal for someone who is:


Highly organised and detaildriven
Analytical, tenacious and resultsfocused
Confident communicating with colleagues and clients
Keen to learn, progress and take on increasing responsibility
Motivated by being part of a collaborative, officebased team
If you’re ready to join a professional, supportive environment where your growth is taken
seriously, we’d love to hear from you. Apply today and take the next step in your financial
services career.
Please send your CV to Ursula Sloan at Financial Divisions