Join a Team that Values People, Purpose and Progression
Are you an organised and proactive administrator with at least one year's experience in financial services?
Are you looking for a role that fits around your life, in a team that genuinely supports oneanother and values continuous learning?
At Concept Financial Planning, we're not your average financial firm. Based in Reigate, we're a close-knit, friendly team who believe in doing things differently–focusing on clarity, transparency and realhuman relationships, not just numbers. Our clients trust us because we put people first–and thatstarts with our team.
The Role
We're looking for a part-time Administrator to support our growing business. You'll work closely withour advisers, technical analyst and practice management, and client service team to ensure that theday-to-day operations of the firm run smoothly. The role is varied and includes:
* Managing client documentation and records
* Assisting with application processing and provider communication
* Preparing reports, meeting packs, and compliance checks
* Supporting the wider team with ad hoc administrative tasks
* Helping maintain accurate data in our CRM systems
* First point of contact woth clients
What we are looking for
* At least 1 year of experience in a financial services environment (IFA, wealth management, or similar)
* Strong organisational skills and attention to detail
* A team player who's proactive, friendly, and eager to learn
* Confident with Microsoft Office and able to pick up systems quickly
* Excellent written and verbal communication skills
This role is ideal for someone returning to work, seeking flexibility, or looking to grow in a supportive environment. While part-time to start, there is the potential for hours and responsibilities to grow over time.
Please include a cover letter detailing why you think you are suitable for this role.
Job Types: Part-time, Permanent
Pay: £25,000.00-£28,000.00 per year
Expected hours: 21 per week
Application question(s):
* Have you included a cover letter with your application?
Experience:
* Financial services: 1 year (required)
Work Location: In person