Up to £40k DOE | Flexible Working | Cirencester
Our client, an established and highly respected firm, is known for delivering outstanding financial planning and wealth management services to a small, select client base. With a strong reputation for attention to detail, service quality, and long-term client relationships, the business offers genuine career progression opportunities. Their team is collaborative, client-focused, and forward-thinking, with a 3–5-year development plan for ambitious individuals looking to grow within the financial services sector.
The Role:
An exciting opportunity has arisen for a
Finance Administrator
to join the team at their rural Cirencester office. This is a client-facing role that requires exceptional organisation, responsiveness, and a high standard of service delivery. The successful candidate will provide administrative support across financial planning and portfolio management, while also being part of a progressive environment where long-term career development is a core focus.
This role offers Full-Time, Monday to Friday, 9 AM – 5 PM
Working from home on Fridays
Due to the rural location, you must have access to a vehicle to attend the office 4 days a week.
Responsibilities for the Finance Administrator
include:
* Support client onboarding and administration processes, ensuring documentation is accurate, compliant, and efficiently managed
* Handle day-to-day client communications, answering calls promptly and providing a first-class service at all times
* Assist financial planners with portfolio management, fund movements, and record-keeping
* Continuously improve and refine administrative processes to support business growth and client satisfaction
Requirements of the Finance Administrator
include:
* Previous experience in financial services administration is desirable; alternatively, a graduate/entry-level candidate with strong organisational skills will be considered
* Meticulous attention to detail, with the ability to manage client data and financial Documentation accurately
* Confident communicator with excellent client-facing skills and a strong service-first attitude
Your benefits:
1. Hybrid Working
2. 25 Days Holiday Plus