Administrative Role in Financial Services
6 days ago
Job Overview
We are looking for an experienced administrator to join our team at True Potential Wealth Management, a leading financial advice firm based in Burbage, Leicestershire.
This permanent full-time or reduced hours role involves supporting our financial advisers with administrative tasks, including processing pension and investment work, preparing for annual reviews, and booking client meetings.
To succeed in this role, you will need to have solid experience in administration, particularly in the financial or professional services industry, and be proficient in Microsoft packages.
We offer a competitive salary, 33 days of holiday, and a supportive team environment.
Key Responsibilities:
- Administrative support to financial advisers
- Processing pension and investment work
- Preparing for annual reviews
- Booking client meetings
Salary: £29,500 per annum (dependent on experience)
Benefits:
- Competitive salary and benefits package
- 33 days of holiday (including bank holidays)
- Full support and training provided
- Modern office environment and supportive team to work with
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