Financial Administrator
About Sterling Wealth
Sterling Wealth Limited is an independent financial planning firm providing expert advice across pensions, investments, mortgages, and protection. We pride ourselves on delivering high\-quality, client\-centred financial planning and are growing our team to support an expanding client base.
The Role
We are looking for a motivated and organised Financial Administrator to join our team. This is an entry\-level administrative role supporting the delivery of financial advice across all areas of the business. You will play a key part in ensuring our client administration runs smoothly, helping to move client cases forward efficiently and professionally.
Key Responsibilities
- Providing administrative support across the financial advice process for clients receiving pensions, investments, mortgages, and protection advice
- Processing and managing client documentation and correspondence
- Scanning, filing, and maintaining accurate records using our internal systems
- Liaising with providers and third parties on behalf of advisers
- Supporting the wider team with general office administration tasks
- Ensuring compliance with internal processes and regulatory requirements
- Good computer literacy — comfortable using business software, systems, and digital tools
- Strong organisational skills and attention to detail
- Excellent written and verbal communication skills
- A positive, can\-do attitude and willingness to learn
- Ability to manage a varied workload and prioritise effectively
- Previous experience in a financial services or professional services environment is advantageous but not essential
- Salary of £26,227\.44 per annum
- Full\-time, permanent employed position
- Office\-based role in a friendly and supportive team environment
- Opportunity to develop your career within financial services
- Full training and ongoing support provided
To apply, please send your CV and a brief covering letter to amiller@sterlingwealth.co.uk
Pay: £26,227\.00 per year
Work Location: In person
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