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Financial services administrator

Cirencester
Permanent
Cathedral Appointments | B Corp™
Financial services administrator
Posted: 1 September
Offer description

Job Description

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 Financial Services 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 Financial Services Administrator...

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