Financial Services Administrator, Office Angels

Financial Services Administrator

Office Angels

Location:
United Kingdom, Colchester

Category:
Finance

Contract Type:
Not provided

Salary:

28000.00 - 30000.00 GBP / Year

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Job Description:

6-month maternity cover contract starting mid-January 2026. Supporting a Financial Advisor with day-to-day administrative tasks, ensuring smooth operations and exceptional client service. Opportunity to gain experience within a respected financial services environment.

Job Responsibility:

Managing Advisers' diary
Arranging review meetings with prospect & current clients
Producing annual client reports for meetings
Running Adviser's back-office system
Being the main point of contact for clients, both face to face and virtually on behalf of Adviser
Sending Letters of Authorities for clients to the relevant providers and collating required information on plans and policies
Ensuring smooth running of the office on behalf of the Adviser including stationery checks, managing incoming and outgoing post

Requirements:

Must drive and have access to a vehicle due to the location of the business
Organised and proactive
Confident and detail-oriented professional

What we offer:

Potential for contract extension after 6-month period

Additional Information:

Job Posted:
November 10, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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