Office Administrator

6 days ago


Cranleigh, United Kingdom Sterling Scott Limited Full time

An exciting opportunity to join a busy financial services team. We are looking for an enthusiastic, well organised and reliable individual to keep the office running, with the option to progress to become more involved in the advice process.

Your duties will include but are not limited to:

- Administration duties including answering the telephone, liaising with clients, dealing with post, scanning documents etc.
- Processing new business through to completion.
- Contacting providers.
- Keeping the company’s client management system up to date.
- Ensuring all compliance procedures are adhered to.
- Working in line with the FCA and the authorised network regulations.

The long term option for a successful applicant is to progress beyond administration and to provide close support to the firms advisers, with more involvement in the advice process. Training will be given.

Benefits will include 5 weeks paid holiday, on site parking and employer contributions to a pension.

Industry experience is preferable but not required as training will be provided. Data accuracy is crucial.

Sterling Scott Ltd is a Financial Adviser firm that aims to get to know our clients, discover goals and aspirations while ensuring understanding of the advice we provide before committing to any action. Then, to carry out regular reviews to ensure ongoingsupport and relevance. We offer a wide range of advice including: -- Pension and Investment Planning
- Financial Protection (Life, Critical Illness, Income Protection and Family Income Benefit)
- Retirement Income Planning
- Inheritance Tax Planning
- Long Term Care provision
- Annuities



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