We’re looking for a personable, detail-driven Financial Services Administrator to join the growing team at Kirrage Williams. You’ll play a key role in supporting the advice process, ensuring a smooth and high-quality experience for our clients, advisers, and wider team.
If you’re someone who genuinely cares about doing a good job, takes pride in getting the details right, and enjoys being part of a close-knit team – we’d love to hear from you.

WHO WE ARE

Kirrage Williams is a well-established and growing financial planning business based in Chesterfield. We specialise in providing clear, personalised financial advice for individuals and business owners, with a particular focus on long-term relationships and multigenerational planning.
We pride ourselves on being professional, but also real people. We operate with a strong sense of purpose, high standards, and a genuine team spirit. We host regular staff outings, have a long-term incentive scheme.

THE ROLE

This is a varied, hands-on role working alongside our advisers and paraplanners. Responsibilities will include:

• Managing client administration across pensions, investments, and protection
• Processing new business and client servicing requests accurately and efficiently
• Preparing documents for client meetings (application forms, valuations, review packs)
• Liaising with product providers and clients directly
• Maintaining accurate client records in Intelligent Office (iO)
• Supporting the team with day-to-day operational processes
• Helping ensure our processes stay compliant and client-focused

TO THRIVE IN THIS ROLE, YOU WILL BE:

• Experienced in financial services – with at least 2 years in a similar role and a good understanding of products and FCA principles
• Client-focused – personable and professional, with a natural ability to build trust and communicate clearly
• Process-led and methodical – you enjoy structure, systems, and getting things done properly
• Technically confident – competent using Microsoft Office and comfortable working on provider platforms; experience with Intelligent Office is highly desirable
• A team player – supportive, collaborative, and always willing to share knowledge or step in to help
• Self-motivated – someone who takes ownership of their work, spots what needs doing, and gets stuck in
• Eager to grow – while qualifications aren’t essential, a willingness to learn and develop is a must