We are a trusted, client-focused Financial Advisers business based in the heart of Morpeth. We pride ourselves on delivering exceptional service and tailored financial planning to our local community. We are looking for an organised, detail-oriented Administrator to join our close-knit team and help keep our office running smoothly.
The Role
As our Part-Time Administrator, you will be the backbone of our daily operations. You will support our financial adviser, manage client documentation, and ensure our clients receive a warm, professional experience from their very first point of contact.
Key Responsibilities
- Client Care: Greet clients, answer telephone enquiries, and manage incoming emails.
- Data Management: Maintain and update client records on our financial database.
- New Business Processing: Prepare, submit, and track client application forms.
- Compliance Support: Ensure all paperwork meets strict industry regulatory guidelines.
- General Administration: Manage diaries, book appointments, and handle daily post.
About You
- Experience: Previous experience in office administration is essential. Experience within financial services, banking, or insurance is highly desirable.
- Skills: Strong IT skills, including proficiency in Microsoft Office (Word, Excel, Outlook).
- Traits: Exceptional attention to detail, highly organised, and excellent communication skills.
- Attitude: A proactive, reliable team player who handles sensitive client data with total confidentiality.
What We Offer
- Competitive pro-rata salary.
- Flexible working schedule across 3 days.
- Workplace pension scheme.
- A supportive, friendly local office environment.
How to Apply
Please send your CV and a brief cover letter explaining why you are a great fit for this role to [email protected]
Pay: Up to £26,500.00 per year
Work Location: In person
