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!
