JOB OVERVIEW

We are a thriving financial services firm based in the heart of Burbage, looking for a professional, proactive, and personable Financial Services Administrator to join our growing team.
As the first point of contact for clients, you’ll play a key role in delivering a welcoming, efficient and organised experience. You’ll manage a variety of administrative and client-facing tasks while supporting the Directors and Operations Manager in running the day-to-day business and managing client logistics.
This is a varied and rewarding role within a firm that is professional, caring and genuinely values its team.

EXPERIENCE

• At least 2 years’ experience in a financial advcie office-based role
• Experience of working with True Potential back office systems
• Strong IT skills including Microsoft Word, Excel, Teams and Zoom
• Excellent written and verbal communication
• High attention to detail and commitment to data accuracy
• Confident, personable, and comfortable dealing with clients
• Strong organisational and multitasking abilities
• Positive, self-motivated, and solution-focused
• Comfortable working in a small office environment

• Welcome and host clients and business visitors
• Qualify incoming enquiries and ensure they are appropriate
• Handle incoming calls and manage appointment booking (Outlook/Zoom/Office 365)
• Prepare for client meetings and manage follow-up tasks
• Support business marketing strategies
• Maintain accurate client data and office records
• Assist clients with our online systems and platforms
• Manage post, scanning, and general office logistics
• Ensure a tidy, client-ready environment; provide refreshments and coordinate events