We're looking for a personable, detail-driven Financial Services Administrator to join the growing team at Kirrage Williams. You'll play a key role in supporting the advice process, ensuring a smooth and high-quality experience for our clients, advisers, and wider team.
If you're someone who genuinely cares about doing a good job, takes pride in getting the details right, and enjoys being part of a close-knit team – we'd love to hear from you.
Who we are
Kirrage Williams is a well-established and growing financial planning business based in Chesterfield. We specialise in providing clear, personalised financial advice for individuals and business owners, with a particular focus on long-term relationships and multigenerational planning.
We pride ourselves on being professional, but also real people. We operate with a strong sense of purpose, high standards, and a genuine team spirit. We host regular staff outings, have a long-term incentive scheme.
The Role
This is a varied, hands-on role working alongside our advisers and paraplanners. Responsibilities will include:
* Managing client administration across pensions, investments, and protection
* Processing new business and client servicing requests accurately and efficiently
* Preparing documents for client meetings (application forms, valuations, review packs)
* Liaising with product providers and clients directly
* Maintaining accurate client records in Intelligent Office (iO)
* Supporting the team with day-to-day operational processes
* Helping ensure our processes stay compliant and client-focused
To thrive in this role, you will be:
* Experienced in financial services – with at least 2 years in a similar role and a good understanding of products and FCA principles
* Client-focused – personable and professional, with a natural ability to build trust and communicate clearly
* Process-led and methodical – you enjoy structure, systems, and getting things done properly
* Technically confident – competent using Microsoft Office and comfortable working on provider platforms; experience with Intelligent Office is highly desirable
* A team player – supportive, collaborative, and always willing to share knowledge or step in to help
* Self-motivated – someone who takes ownership of their work, spots what needs doing, and gets stuck in
* Eager to grow – while qualifications aren't essential, a willingness to learn and develop is a must
The Offer
* Salary £27,500 – £30,000 depending on experience
* Discretionary bonus
* Company pension scheme
* Life cover (Death in Service)
* Up to 25 days holiday + bank holidays
* Staff team-building events
* Early finish on Fridays
* Free parking
Job Type: Full-time or part-time
Pay: £27,500.00-£30,000.00 per year (pro rata for part-time)
Work Location: In person – Chesterfield
If you're ready for a new challenge in a firm that values its people and its clients equally, we'd love to hear from you. Apply now with your CV and a short note on why this role appeals to you.
Job Types: Full-time, Part-time, Permanent
Pay: £27,500.00-£30,000.00 per year
Benefits:
* Company events
* Company pension
* Financial planning services
* Free parking
* Life insurance
Experience:
* Financial Service Administration: 2 years (preferred)
Work Location: In person