Financial Services Administrator

Location: Barlborough

We are working with a well-established and highly regarded firm of Financial Advisers based in on the outskirts Chesterfield, who are looking to recruit an experienced Administrator to support their growing team.

This is an excellent opportunity to join a professional, friendly business where quality, client service and long-term relationships are at the heart of everything they do.

The Role
Working closely with Financial Advisers, you will play a key role in ensuring the smooth day-to-day running of the business.

Your responsibilities will include:

• Collating and organising information ahead of client meetings
• Preparing meeting packs and supporting documentation
• Liaising with Financial Advisers and other internal stakeholders
• Updating and maintaining accurate client records
• Using the back-office system to manage workflows and data
• Providing general administrative support across the advisory team

About You

• Previous experience in an administrative role, ideally within financial services
• Experience using Intelliflo as a back-office system would be highly advantageous
• Strong organisational skills with excellent attention to detail
• Confident communicator, comfortable liaising with advisers and colleagues
• Proactive, reliable and able to manage multiple tasks effectively

What's on Offer

• 30,000 basic salary plus 10% discretionary bonus
• 25 days holiday plus bank holidays plus Christmas shutdown
• Death in service and critical illness cover
• Hybrid working arrangement
• Opportunity to join a stable, well-established and respected firm
• Supportive team environment with long-term career potential

If you are an experienced administrator looking for a role within a professional financial services environment, this could be an excellent next step.

Email your CV today to be considered for this great opporunity - if you don't hear within 5 working days, please assume you have not been successful.

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