Role Overview:
We are seeking an entry-level Junior Administrator position designed for someone looking to start their career in financial services. As a Junior Administrator, you will provide essential administrative support to the financial planning team, ensuring smooth and efficient day-to-day operations. This is a great opportunity to learn about the financial advice process and build a career path in financial planning.
Key Responsibilities:
* Provide administrative support to financial planners and paraplanners
* Process new business applications and ensure accurate data entry
* Maintain and update client records in our back-office system
* Prepare documentation for client meetings
* Liaise with product providers to obtain policy information and updates
* Assist in managing client communications (emails, letters, appointment confirmations)
* Scan, file, and organise documents securely and accurately
* Learn and apply FCA and internal compliance standards
Skills and Qualifications:
Essential:
* Strong attention to detail and organisational skills
* Good communication skills, both written and verbal
* Proficient in Microsoft Office (Excel, Word, Outlook)
* Positive attitude and willingness to learn
* Minimum of GCSEs or equivalent; A-Levels or equivalent preferred
Desirable:
* Interest in a long-term career in financial services
* Previous office, customer service, or admin experience
* Familiarity with CRM or financial planning software (training will be provided)
Personal Attributes:
* Friendly, professional, and team-oriented
* Reliable and punctual
* Able to follow processes accurately and ask questions when unsure
* Discreet and respectful with confidential information
* Self-motivated and proactive in completing tasks
What We Offer:
* Full training and ongoing support
* Opportunity to progress into paraplanning or advisory roles
* Support for professional qualifications (e.g. CII or LIBF)
* A collaborative and supportive team culture
* Flexible working options and paid study leave
* Competitive salary with regular reviews