Sustainable Investment Administrator

3 days ago


Penrith, Cumbria, United Kingdom Professional Financial Centre (Cumbria) Ltd Full time

We are looking for a highly skilled and motivated Financial Administrator to join our team at Professional Financial Centre (Cumbria) Ltd. This is a fantastic opportunity for someone who wants to make a real difference in the world by helping our clients achieve their financial goals while also contributing to a more sustainable future.

In this role, you will be responsible for:

  • Supporting our clients' needs and working closely with our Paraplanners and Financial Planners
  • Developing strategies tailored to each client's individual needs
  • Providing exceptional administrative support to our internal teams

To be successful in this role, you will need to have:

  • Experience in financial administration, preferably in the sustainable investment sector
  • Familiarity with major research systems and proficiency in Microsoft applications

This is a full-time position with a competitive salary of £25,000 per year, plus a range of benefits, including a company pension scheme, agile working arrangements, and regular pay reviews.



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