Join our growing team
At de Mellow & Co, we believe financial planning is about people, not just numbers.
As a family-run Chartered Financial Planning practice and Partner Practice of St. James’s Place, we’re passionate about helping our clients achieve financial confidence and security. As our business continues to grow, we’re looking for an organised, proactive and friendly Financial Services Administrator to join our Client Servicing team.
If you enjoy working in a fast-paced environment, take pride in delivering exceptional service and love being part of a supportive team, we’d love to hear from you.
About the role
Our Client Servicing team is at the heart of everything we do. You’ll provide administrative support to our Financial Planners, ensuring our clients receive an outstanding experience from their first enquiry through to ongoing reviews.
No two days are the same, and you’ll play a key role in keeping everything running smoothly behind the scenes.
Your responsibilities will include:
- Preparing and processing new business applications.
- Managing client records and ensuring information is accurate and up to date.
- Liaising with clients, providers and advisers by phone and email.
- Booking client meetings and managing adviser diaries.
- Preparing documentation for client meetings.
- Supporting advisers with day-to-day administration and client servicing.
- Monitoring workflow to ensure work is completed accurately and efficiently.
- Maintaining high standards of compliance and data security.
- Providing an exceptional level of service to every client.
We’re looking for someone who:
- Has excellent organisational skills and strong attention to detail.
- Is friendly, professional and enjoys helping people.
- Can manage multiple tasks and prioritise effectively.
- Has excellent written and verbal communication skills.
- Works well both independently and as part of a collaborative team.
- Is confident using Microsoft Office.
- Has previous administration experience (financial services experience is desirable but not essential).
Why join de Mellow & Co?
We’re proud of the culture we’ve built. We genuinely care about our people and believe that when our team thrives, our clients do too.
We offer:
- A supportive and collaborative working environment.
- Full training and ongoing professional development.
- Career progression opportunities within a growing business.
- Private Medical Insurance.
- Death in Service and Critical Illness cover.
- Birthday leave.
- Company Christmas closure.
- Regular social events and team celebrations.
- The opportunity to be part of a Chartered Financial Planning practice that puts clients at the heart of everything we do.
We’d love to hear from you
If you’re looking for a career where you can make a real difference while developing your skills within a growing financial planning practice, we’d love to receive your application.
Pay: From £26,500.00 per year
Benefits:
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay
Work Location: In person
