Job Overview
Stepping Stones Financial Planning are a friendly and well-established IFA firm, based in Desford, Leicestershire.
As our business continues to grow, we're looking for a Client Services Administrator to join us at Stepping Stones Financial Planning.
We're proud of the culture we've built; professional, supportive, client-focused and genuinely team orientated. We're looking for someone who shares those values and enjoys delivering exceptional service.
This is an excellent opportunity to join a growing independent financial planning firm where people matter, both our clients and our team. You'll play a key role in supporting advisers, looking after clients and helping us maintain the high standards of service that our clients have come to expect.
The ideal candidate will be organised, proactive, detail-focused and comfortable working in a busy environment.
Whilst previous experience within financial services or financial planning would be advantageous, we're also keen to hear from individuals with backgrounds in conveyancing, legal services, accountancy or other professional administrative roles, where accuracy, communication and client care are central to the role.
We're looking for someone who:
- Reliable and consistent.
- Ability to multitask several administration tasks at a time.
- Has excellent communication and interpersonal skills
- Is highly organised and able to manage multiple priorities
- Has a strong eye for detail and takes pride in producing accurate work
- Enjoys working as part of a close-knit and supportive team
- Is committed to delivering exceptional client service
- Is looking to build a long-term career within a professional and growing business
At Stepping Stones Financial Planning, we believe our people are our greatest asset. We invest in development, encourage progression and work together to provide outstanding financial planning and support to our clients.
If you're looking for a rewarding opportunity and would like to be part of a friendly, ambitious and growing business, we'd love to hear from you.
For further information, please email [email protected]
Job Types: Full-time, Permanent
Pay: From £28,000.00 per year
Benefits:
- Company events
- Free parking
- On-site parking
Ability to commute/relocate:
- Leicester LE9 9JJ: reliably commute or plan to relocate before starting work (preferred)
Application question(s):
- Do you have administration experience in either - Financial Services, Legal, Conveyancing or Accounting
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
