Bracknell
Hybrid working (3 days in office)
Up to £36,000+


This opportunity would suit an experienced Financial Services Administrator who enjoys being a key part of the client journey and wants to be involved in a varied role within a well established advisory firm.
If you enjoy supporting advisers, paraplanners and clients, keeping things organised, and making sure business is processed accurately and efficiently, this could be a very good opportunity.
This is a role where you will be trusted with a broad range of responsibilities across both new business and existing client servicing. You will work closely with advisers and paraplanners, help keep client records up to date, liaise with providers and clients, and play an important part in maintaining high service standards across the business. The job description also highlights responsibilities such as preparing meeting documentation, processing applications, handling valuations and letters of authority, and maintaining accurate client records.
Alongside a salary of up to £36,000, the business offers valuable share options, strong long term progression, and a working environment where administrators are seen as an important part of the wider team.


The Business
This is a directly authorised, independent financial advisory firm that has been established for over 10 years, with office hubs across the UK.
Founded by a highly successful figure within the industry, the business has continued to grow and is well regarded for its commitment to client service, staff development, and building a strong long term team. They invest heavily in their people and have created an environment where individuals can develop their knowledge, progress in their careers, and play a meaningful role in supporting positive client outcomes.


The Role
Working as an Administrator within this business, you will support one or two Financial Advisers while also being part of a wider team, helping paraplanners and advisers and dealing directly with clients. The role includes both processing new business and servicing existing clients.
This is a varied position that will involve preparing documentation for client meetings, keeping records up to date, processing applications, responding to client and provider queries, preparing valuations, handling letters of authority, and supporting the smooth running of the advice process. You may also provide wider administration support across the business when needed.
The business is looking for someone with strong organisational skills, good attention to detail, and the ability to manage multiple cases at once. You will need to be comfortable communicating with clients, providers and colleagues, and ideally have a basic understanding of investments, pensions and protection.


The Benefits
*Salary of up to £36,000+ depending on experience
*25 days holiday plus bank holidays, plus your birthday off
*Hybrid working with 3 days in the office and the remainder from home
*Annual discretionary bonus of up to 10%
*Valuable share options for employees
*Flexible working hours, for example 9am to 5:30pm or 8am to 4:30pm
*Life assurance
*Income protection


Applying
To find out more about this opportunity, simply apply here.
One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process with the business.