Job Overview
We’re currently looking for an experienced Administrator to join our dynamic and friendly team here at Little & Georgiou (IFA) Limited. Every day, we support people on their journey to financial security - we do it with energy, teamwork, and a genuine passion for helping others.
At Little & Georgiou, we value personal growth just as much as professional development. We embrace challenges, celebrate progress, and cheer each other on. If you're someone who thrives in a supportive environment and enjoys learning new things, you might just be the perfect fit for us.
What We're Looking For:
We're seeking someone who’s:
- Comfortable working with back-office databases and Microsoft Office (especially Word, Outlook, and Excel)
- Confident answering and making telephone calls
- Great at following processes and has a sharp eye for detail
- A team player who’s eager to learn and grow with us
No financial services experience? Not a problem, we can get you up to speed on that!
A Snapshot of the Role:
You’ll be supporting our Financial Planners by handling client-related administration. This includes:
- Telephone calls and emails
- Preparing for client meetings
- Processing applications
- General client support and administration
Weekly Working Hours:
Role: Full-Time:
Days: Monday – Friday, 9am – 5pm
Hours: 35 hours per week
Location: In person (office based)
What You’ll Need:
- At least 4 GCSEs (A–C), including English and Maths
- Over 1 year of admin experience preferable
- Strong written and verbal communication skills
- An enthusiastic, can-do attitude
- Ability to work independently and juggle multiple priorities
The Role in Brief:
The successful applicant will assist the financial planners with all aspects of the client relationship to ease the amount of administration work they are involved in. This includes filtering calls, preparing for client meetings, processing new applications and all general client administration.
Employee Benefits:
- 25 days holiday + bank holidays
- Death in Service Scheme
- Private Medical Insurance
- Company Pension Scheme Contribution
- Birthdays - Paid day off if your birthday falls on a working day
- Free full financial planning service (with no ongoing fees!)
Sound Good? Here’s How to Apply:
To be considered, please email [email protected] addressed to the Manager of HR & Administration, Sarah Hartley with the following:
- CV
- A covering letter/email explaining why you'd love to be part of our team
We look forward to hearing from you!
Closing date for applications: 8am on Monday 6th July
Job Type: Full-time
Ability to commute/relocate:
- Hipperholme (HX3 8HJ): reliably commute or plan to relocate before starting work (preferred)
Pay: Up to £28,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Employee mentoring programme
- Financial planning services
- Flexitime
- Life insurance
- Private medical insurance
- Sick pay
Work Location: In person
