Full job descriptionJob Title: Part-Time Office Administrator
Location: Newcastle under Lyme
Hours: 3 days per week – 9am – 4pm
Salary: £12.71 p/hr

About Us:
We’re a successful and well-established financial advisory firm that prides itself on delivering exceptional service and building lasting relationships with our clients.
As our business continues to grow, we’re looking for a friendly, organised and proactive Office Administrator to become an integral part of our close-knit team.
This is a fantastic opportunity for someone who enjoys variety in their day, thrives in a professional environment and takes genuine pride in keeping things running smoothly behind the scenes. With just four people in the team, every individual plays an important role, so we’re looking for someone who can bring energy, personality and a positive attitude, alongside excellent attention to detail.

Role Overview:
You’ll be the first point of contact for many of our clients, helping to create a warm and professional experience from the moment they walk through the door or pick up the phone.
Working closely with the Office Manager and Financial Adviser, you’ll support the day-to-day administration of the business, helping ensure client records, documentation and processes are maintained to the highest standards.

Key Responsibilities:
*Providing general administrative support across the business
*Preparing, maintaining and updating client records and documentation
*Managing correspondence, emails and incoming enquiries
*Scheduling appointments and assisting with diary management
*Welcoming clients to the office and ensuring a professional client experience
*Updating CRM systems and maintaining accurate data
*Processing paperwork and liaising with providers when required
*Monitoring and chasing outstanding documentation
*Supporting compliance and document management processes
*Maintaining office supplies and helping keep the office organised and presentable
*Assisting with ad-hoc projects and business support tasks
Key Skills & Experience:
We’re not necessarily looking for someone from a financial services background (although that’s certainly a bonus). More importantly, we’re looking for someone who is:
Naturally organised and highly detail-focused
Friendly, approachable and confident speaking with clients
Professional and presentable
Proactive and happy to roll their sleeves up when needed
Comfortable working independently and as part of a small team
A strong communicator with excellent written and verbal skills
Confident using Microsoft Office and learning new systems

Bonus Points If You Have...
*Experience within financial services, professional services or a regulated environment
*Knowledge of pensions, investments or protection products
*An eye for design, creativity or marketing
*Experience creating internal communications, newsletters or social media content
Whilst these skills would be welcomed, they are by no means essential.

Why Join Us?
*Flexible part-time hours that can work around other commitments
*A genuinely supportive and friendly team environment
*Varied role with plenty of responsibility and autonomy
*Opportunity to become a valued member of a growing business
*Professional office environment with client-facing exposure
*Pension contribution (where applicable)
*Paid holiday entitlement (pro rata)
This Role Could Be Perfect For...
An experienced administrator looking for a role where they can genuinely make an impact, rather than being one of hundreds in a larger organisation. It would also suit someone returning to work, seeking greater flexibility around family commitments, or simply looking for a professional, rewarding role within a friendly and supportive team.
If you enjoy being organised, taking ownership, building relationships and being the person that keeps everything running smoothly, we’d love to hear from you.

If you’re ready to take the next step in your career, we’d love to hear from you. Please apply now or get in touch with Jo Thompson – for more information. Feel free to contact me directly with any questions about the role or the recruitment process.
Xpert Recruitment Ltd is acting as an employment agency on behalf of our client. By applying, you agree to register with us and consent to us holding your personal details on file. Due to the high volume of applications, we will only contact candidates who have been shortlisted for the role. However, we may also reach out regarding other suitable vacancies that match your profile.