Office Administrator

23 Days Old

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, MonFri) 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 managin...
Location:
Cheltenham
Salary:
£26,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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