Office Administrator

Job description:

Client Services Administrator Financial Services | £24,000 - £25,000  Excellent Benefits | People-First Culture in Stunning New Offices

Location:

Stow on Wold| Full-Time | Office-Based (35 hours/week, Mon Fri) Competitive Package  Career Growth 35-hour working week (95, with an hour for lunch) Supportive team, excellent culture Are you organised, people-focused, and ready to be the heartbeat of a growing financial services firm? Whether you're an experienced admin professional or a switched-on graduate looking for your first career step, this is a brilliant opportunity to join a company that really values their employees.

As part of the Client Services Team , youll support advisors and paraplanners with essential administrative duties while also being the first warm, welcoming face clients see when they visit the office. What Youll Be Doing:
Delivering high-quality administrative support to financial advisers and paraplanners Handling client onboarding, application processing, and CRM updates (Salesforce) Preparing meeting packs, managing follow-ups, and chasing providers when needed Being the first point of contact for clients: greeting visitors and managing calls Producing client letters and templated reports Supporting smooth day-to-day running of the office and helping the team succeed What Youll Get in Return: £24,000 - 26,000 salary depending on experience 25 days holiday  bank holidays (rising to 28 with length of service) 3-day Christmas closure (not taken from annual leave) 6% company pension contribution via Salary Exchange PFP also adds the NI saving 35-hour work week (Mon Fri, 9am5pm) with 1-hour lunch breaks Collaborative, caring team culture with opportunities to learn and grow your career Salary Exchange available- PFP Wealth also contributing the NI saving Youll Be a Great Fit If You:
Have previous admin or office support experience (ideally in financial services) Or youre a driven graduate with strong communication and organisational skills Enjoy being client-facing and providing excellent service Can juggle multiple tasks with calm focus and attention to detail Are friendly, enthusiastic, and keen to be part of a team that supports each other