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!