Office Administrator

24 Days Old

Job description:
Client Services Administrator Financial Services | £24,000 - £25,000 + Excellent Benefits | People-First Culture in Stunning New Offices Location: Stow on Wold| Full-Time | Office-Based (35 hours/week, MonFri) Competitive Package + Career Growth
35-hour working week (95, with an hour for lunch)
Supportive team, excellent culture
Are you organised, people-focused, and ready to be the heartbeat of a growing financial services firm? Whether you're an experienced admin professional or a switched-on graduate looking for your first career step, this is a brilliant opportunity to join a company that really values their employees.
As part of the Client Services Team , youll support advisors and paraplanners with essential administrative duties while also being the first warm, welcoming face clients see when they visit the office.
What Youll Be Doing:
Delivering high-quality administrative support to financial advisers and paraplanners
Handling client onboarding, application processing, and CRM updates (Salesforce)
Preparing meeting packs, managing follow-ups, and chasing providers when needed
Being the first point of contact for clients: greeting visitors and managing calls
Producing client letters and templated reports
Supporting smooth day-to-day running of the office and helping the team succeed
What Youll Get in Return:
£24,000 - 26,000 salary depending on experience
25 days holiday + bank holidays (rising to 28 with length of service)
3-day Christmas closure (not taken from annual leave)
6% company pension contribution via Salary Exchange PFP also adds the NI saving
35-hour work week (MonFri, 9am5pm) with 1-hour lunch breaks
Collaborative, caring team culture with opportunities to learn and grow your career
Salary Exchange available- PFP Wealth also contributing the NI saving
Youll Be a Great Fit If You:
Have previous admin or office support experience (ideally in financial services)
Or youre a driven graduate with strong communication and organisational skills
Enjoy being client-facing and providing excellent service
Can juggle multiple tasks with calm focus and attention to detail
Are friendly, enthusiastic, and keen to be part of a team that supports each other

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Location:
Cheltenham
Salary:
£26,000
Job Type:
FullTime
Category:
Administration

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