We are seeking a proactive and detail-oriented Junior Administrator to join our team at Rothesay Bennett Financial Planning in Balsall Common. This role is available on both a part-time and full-time basis.
Starting salary from £24K per annum
Full time based on 35-hour week including paid breaks (Mon-Fri, 9:30-16:30)
Extended annual leave to 24 days plus BH, plus half day off on your birthday
Relaxed working pattern during a two-week festive period with reduced hours and working from home
Loyalty reward scheme
Flexible working arrangements
Private medical care
Life Insurance
Supportive culture with coaching and mentoring
Eligibility
We welcome applications from all backgrounds and are committed to creating an inclusive workplace. Applicants must have the right to work in the UK.
Job Summary & Purpose of the Role
The Junior Financial Services Administrator provides essential support to the financial advisory team by assisting with administrative tasks, client communications, and data entry. This entry-level role is ideal for someone looking to start a career in financial services.
Key Duties and Responsibilities
· Assist with preparing client documentation and correspondence
· Maintain accurate client records and update CRM systems
· Handle incoming calls and emails professionally
· Support compliance and regulatory processes
· Perform general office duties such as filing and scanning
Required Skills, Knowledge & Qualifications:
· Strong attention to detail and organisational skills
· Good communication and interpersonal abilities
· Proficiency in Microsoft Office (Word, Excel, Outlook)
· Willingness to learn and develop within the role
Preferred Qualifications
· Previous office or administrative experience
Location & Work Type
This role is designed as office-based position to support strong collaboration and team cohesion. However, we recognise the importance of flexibility and encourage employees to refer to our flexible working policy should they wish to explore alternative arrangements. We remain committed to considering all requests with care and fairness.
Job Types: Full-time, Permanent
Pay: From £24,000.00 per year
Benefits:
- Additional leave
- Bereavement leave
- Canteen
- Casual dress
- Company events
- Company pension
- Employee discount
- Employee mentoring programme
- Financial planning services
- Flexitime
- Gym membership
- Health & wellbeing programme
- Life insurance
- Private dental insurance
- Private medical insurance
Work Location: In person
