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Administration AssistantCheltenhamHybrid working Up to £28k
This opportunity is ideal for an experienced office administrator with a strong eye for detail, who enjoys working in a fast-paced, collaborative setting. You may have previously worked in financial services or another professional environment where precision and process matter.
You’ll thrive in this role if you're highly organised, confident with systems, and enjoy supporting a busy team. With opportunities to grow your responsibilities over time, and being part of a modern, tech-forward business, this is a fantastic long-term opportunity.
The Business
The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It’s on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they’re building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow.
The Role
You’ll be a vital part of the Advice Operations team, working closely with Client Administrators and Personal Assistants to ensure everything runs smoothly. Your day will include processing key client documentation, managing communications with providers and third parties, handling incoming/outgoing post, and updating internal systems.
You'll also support on ad hoc tasks such as scanning, printing, packaging documents, and generally being the go-to support across the office. You’ll be the type of person who’s proactive, calm under pressure, and loves being that reliable presence in the team.
The Benefits
- Salary up to £28,000
- Hybrid working
- Death in Service (4 x annual salary)
- Private Medical Insurance.
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension above statutory
- Discretionary annual bonus
- 28 days annual leave rising to 30 days after 2 years’ service
Synonyms
Administration Assistant, Client Support, Office Administrator, Financial Administrator, Operations Assistant
How to apply
If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
