Financial Services / IFA Administrator

• Administrator


• Location: Lutterworth


• 16 \- 35 hours per week (options available)

Do you love keeping things organised, supporting others, and making sure nothing slips through the cracks? If so, you could be the perfect fit for our team!

We’re looking for an Administrator who thrives on detail, enjoys working with people, and wants to play a key role in helping our team deliver the very best service to clients.

What you’ll be doing:

• Keeping client records up\-to\-date and accurate (you’ll be the go\-to for making sure everything is in order).


• Supporting the team with research, reports, and financial planning documents.


• Talking to providers and clients to chase information and keep things moving smoothly.


• Producing and checking key documents to make sure everything is compliant and correct.


• Helping the whole team stay organised and on top of deadlines.

What we’d love you to bring:

• Some experience in financial services administration (or a strong willingness to learn if you’re new to financial services). – Not necessary but desirable


• A sharp eye for detail and a knack for staying organised.


• Strong communication skills within the team.


• Confidence to pick up the phone and talk to clients and providers in a professional, friendly way.


• Good at problem solving and a 'can do' approach


• Good time management, able to meet deadlines and organise own workload


• Good IT skills – especially with Microsoft Office and workflow systems.


• A positive, proactive attitude – you enjoy being busy and getting things done!

What you’ll get from us:

• Support with training and professional qualifications – we’ll invest in your growth.


• A friendly, supportive team where your ideas and efforts will really matter.


• Flexibility to help balance work and life.

If you’re ready to join a team that values collaboration, learning, and making a real difference for clients, we’d love to hear from you.

Apply today by sending your CV and a short cover letter to stephen.evans@sjpp.co.uk

Pay: £20,000\.00\-£25,000\.00 per year

Benefits:

• Company events


• Company pension


• Flexitime


• Free parking


• On\-site parking

Work Location: In person

This listing is from indeed. View original listing ↗