Your new company

Your new role

• Processing new business applications, client onboarding, and ensuring all documentation meets regulatory and compliance requirements
• Maintaining accurate client records, updating CRM systems, and managing client files in line with FCA guidelines
• Preparing reports, illustrations, and suitability documents to support financial advisers
• Liaising with providers, product companies, and platforms to track applications, transfers, and policy servicing
• Handling client queries, correspondence, and scheduling appointments for advisers
• Assisting with compliance checks, audits, and ensuring adherence to internal policies and procedures
• Managing pipeline tracking, chasing outstanding information, and ensuring timely completion of cases

What you'll need to succeed

• Previous experience in an administration or office support role

• Ideally come from a financial services background

• Strong attention to detail and accurate data entry skills

• Good organisational skills with the ability to manage multiple tasks

• Confident communication skills and ability to work within a team environment

• Ability to work effectively in a fast-paced setting

What you'll get in return

• Minimum 6-month contract

• £13.70 per hour + holiday pay

• Immediate start available

• Opportunity to gain experience within a well-established and growing organisation

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.