Financial Services Administrator - 6-Month Maternity Cover
£28,000 - £30,000 per annum
Colchester, Essex
Monday-Friday, 8:30am-4:30pm
*Must drive and have access to a vehicle due to the location of the business.
Are you an organised and proactive Administrator looking for your next challenge? My client, a well-established and highly regarded financial advisory firm, is seeking a confident and detail-oriented professional to join their close-knit team on a 6-month maternity cover contract starting mid-January 2026.
In this role, you'll play a key part in supporting a Financial Advisor with day-to-day administrative tasks, ensuring smooth operations and exceptional client service. This is a fantastic opportunity to gain experience within a respected financial services environment, where your contribution will truly make a difference.
Key Responsibilities:
Managing Advisers' diary
Arranging review meetings with prospect & current clients
Producing annual client reports for meetings
Running Adviser's back-office system
Being the main point of contact for clients, both face to face and virtually on behalf of Adviser
Sending Letters of Authorities for clients to the relevant providers and collating required information on plans and policies
Ensuring smooth running of the office on behalf of the Adviser including stationery checks, managing incoming and outgoing post etcAs this is a maternity cover, there is the potential for the contract to be extended. After the 6-month period, the contract length will be reviewed on a monthly basis.
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