Administrative Assistant

4 days ago

St Albans, Hertfordshire, United Kingdom fs talent Full time £20,000 - £40,000 per year

We're looking for an
enthusiastic, organised, and proactive Administrative Assistant
to join a growing
Client Acquisition team
within a leading financial services firm.

This role offers an excellent opportunity for someone early in their career who's eager to build experience in financial services, client operations, or business development support. You'll work alongside experienced advisers and support staff, gaining valuable exposure to the client onboarding process and the wider workings of a successful, client-focused business.

Key Responsibilities

As an Administrative Assistant, you'll help the Client Acquisition team deliver an exceptional first impression to every prospective client. Your main responsibilities will include:

  • Client Onboarding:
    Preparing welcome packs, gathering client information, and ensuring all required documentation is collected and accurately stored.
  • CRM & Data Management:
    Entering and maintaining data in internal systems, tracking new enquiries, and supporting lead management and reporting.
  • Scheduling Meetings:
    Coordinating calls and meetings between advisers and prospective clients, managing diaries, and sending confirmations.
  • Client Communication:
    Drafting and sending professional, timely correspondence and introductory materials.
  • Lead Tracking & Reporting:
    Monitoring lead activity, referral sources, and client engagement to help the team stay informed and organised.
  • Compliance & Record-Keeping:
    Supporting completion of onboarding checklists and ensuring all documentation meets internal and regulatory standards.
  • General Administration:
    Assisting with scanning, filing, updating spreadsheets, and maintaining team inboxes to keep workflows running smoothly.

Skills and Attributes

  • Excellent organisation and attention to detail
  • Strong written and verbal communication skills
  • Confident using Microsoft Office and comfortable learning new systems (experience with CRM software is a plus)
  • A proactive, "can-do" attitude with the ability to prioritise tasks effectively
  • Enjoys working collaboratively in a fast-moving environment
  • Professional, approachable, and client-focused
  • Eager to learn and develop within a financial or professional services environment

Experience & Background

  • Previous experience in an administrative, client support, or customer service role
  • Ideally some exposure to financial services, professional services, or business development environments (though not essential)
  • Strong interest in developing a career in financial services, operations, or client management

  • Acquisitions Administrator

    5 hours ago

    St Albans, Hertfordshire, United Kingdom fs talent Full time £25,000 - £40,000 per year

    Job Title:Administrator – Acquisitions SupportDepartment:Business Integration / AcquisitionsReports To:Integration ManagerLocation:St. Albans, HertfordshireOverviewWe are seeking an organised, proactive and client-focused Administrator to support our Acquisitions team as we onboard newly acquired wealth management firms and their client books into our...

  • Helpdesk Administrator

    8 hours ago

    St Albans, Hertfordshire, United Kingdom Every Step Recruitment Full time £29,000 per year

    Helpdesk AdminstratorSt. AlbansUp to £29,000paHere at Every Step Recruitment, Office Support, we are delighted to be supporting a growing company based in St Albans seeking a proactive and detail-oriented FM Help Desk Administrator to join their Facilities Management team. This is a fantastic opportunity for someone with strong administrative skills and a...

  • People Administrator

    4 days ago

    St Albans, Hertfordshire, United Kingdom Recovery Focus Full time £24,243 - £28,930

    .People AdministratorLocation: Bowburn, DurhamSalary: £24,243 - £28,930Contract type / hours: Fixed Term (6 Months), 37 HoursPlease note: The salary listed reflects the full earning potential for this role. Starting salaries depend on experience and progression within the band. About Waythrough Waythrough was formed in 2024 following the merger of...

  • People Administrator

    5 days ago

    St Albans, Hertfordshire, United Kingdom Recovery Focus Full time £24,243 - £28,930

    .People AdministratorLocation: Bowburn, Durham or Holloway Road, LondonSalary: £24,243 - £28,930Contract type / hours: Fixed Term (6 Months), 37 HoursThis role is hybrid, 3 days in office.Please note: The salary listed reflects the full earning potential for this role. Starting salaries depend on experience and progression within the band. About...

  • Procurement Assistant

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom Fox's Burton's Companies Full time £20,000 - £32,000 per year

    Company DescriptionWe are FBC UK, Fox's Burton's Companies ……And we bake the UK's most incredible biscuits (we might be slightly biased, but we will leave that for you to judge).FBC UK was a match made in heaven, with two of the top UK biscuits manufacturers (Burton's Biscuits and Fox's Biscuits) coming together to create one unique, integrated...

  • Procurement Assistant

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom Fox's Burton's Companies (FBC) UK Full time £30,000 - £40,000 per year

    Date: 27 Nov 2025Location:St. Albans, GBPlace of Work: HybridEmployee Shift: Mon-Fri 37.5Company DescriptionWe are FBC UK, Fox's Burton's Companies ……And we bake the UK's most incredible biscuits (we might be slightly biased, but we will leave that for you to judge).FBC UK was a match made in heaven, with two of the top UK biscuits manufacturers...

  • Procurement Assistant

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom FBC Full time £25,000 - £30,000 per year

    Company Description We are FBC UK, Fox's Burton's Companies ……And we bake the UK's most incredible biscuits (we might be slightly biased, but we will leave that for you to judge).FBC UK was a match made in heaven, with two of the top UK biscuits manufacturers (Burton's Biscuits and Fox's Biscuits) coming together to create one unique, integrated...

  • Assistant Site Manager

    6 days ago

    St Albans, Hertfordshire, United Kingdom Protech Site Services Ltd Full time £45,000 - £50,000 per year

    Protech are recruiting for an Assistant Site Manager to join a National Tier 1, Volume House Builder.The Assistant Site Manager will be responsible for supporting the Site Manager, managing all aspects of the construction development site, and ensuring the provision of safe, efficient and cost-effective works at all times, while maintaining the highest...

  • Purchase Ledger Assistant

    5 days ago

    St Albans, Hertfordshire, United Kingdom Omniplex Learning Full time £25,000 - £40,000 per year

    We're looking for a confident and organised Purchase Ledger Assistant to join our dynamic and fast-paced Finance team.Who are we?At Omniplex Learning, our mission is simple - to enable organisations to reach their full potential through exceptional digital learning, all in one place. As a Purchase Ledger assistant, you will play a key role in supporting our...

  • Human Resources Officer

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom fs talent Full time £25,000 - £40,000 per year

    HR OfficerIndustry: Financial ServicesLocation: St. AlbansFull TimeSalary: £ CompetitiveJob Purpose:The HR Officer role is designed to assist the HR department with a range of administrative and operational tasks, ensuring the smooth running of HR processes. You will be a key point of contact for employees, helping with HR-related inquiries and ensuring...