Stamford - Salary is £26- £28k | Full-time, Permanent (following a 6-month probation period)
Hours: Monday to Friday, 9:00 AM – 5:00 PM
Our client is looking for a dedicated Administrator to join a busy Wealth Management team in Stamford, supporting a large team of professional advisers.
This is an excellent opportunity to develop your career in a highly regulated financial services environment, with potential for progression for the right candidate.
What We’re Looking For:
The ideal candidate will be flexible, motivated, and able to work both independently and as part of a team.
You should be comfortable managing a variety of administrative tasks in a fast-paced setting.
Key Responsibilities:
Provide accurate and timely administrative support in line with agreed standards and procedures
Liaise with Financial Advisers, Paraplanners, and the wider administration team to ensure smooth workflow
Plan, prioritise, and manage workloads effectively to meet deadlines and targets
Respond professionally and promptly to incoming customer enquiries
Ensure compliance with FCA regulations and financial solutions within an IFA environment
Key Skills & Experience:
Previous experience in a fast-paced financial planning practice (desirable but not essential, as training is provided)
Understanding of FCA regulations and their application in an IFA setting
Strong organisational skills with a keen eye for detail
Professional, proactive, and positive attitude
Ability to use Microsoft Office programs confidently
Must have the right to work in the UK
What They Offer:
Competitive salary
Company pension scheme
Death in service benefit
Sickness policy (after probation period)
20 days holiday + Bank Holidays + Christmas week off
Parking permit
Regular social events
EOT Company – employee ownership trust benefits
If you are looking for a role in a thriving financial services company with room to grow, we’d love to hear from you!
This vacancy is being advertised on behalf of RecruitME which is acting as a recruitment agency.
RecruitME is committed to equal opportunity and diversity and embraces applications from all sections of society, regardless of sexual orientation, race, age, gender identity, sex, disability, marital status, religion, or belief.
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