Administrator
Administrator
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Job Alert
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Job Description
Start your admin career in a role that really matters.
Join a supportive team where youll be valued trained and given the chance to grow.
Are you highly organised friendly and ready to take the next step in your administrative career
Life Matters is a clientfocused financial planning firm dedicated to helping people thrive in retirement. We are proud of our values put our clients first in all we do do the right thing and not the easy thing be curious pursue growth and learning collaborate to create brilliant and simple solutions embrace and drive change and act with passion and care.
Were now looking for a reliable and detail oriented Assistant Financial Planning Administrator to join our small and supportive team.
This is a fantastic opportunity for someone early in their career who wants to build confidence develop professional skills and grow within a respected firm. Youll receive full training handson experience and ongoing support every step of the way.
Key responsibilities
- Act as the first point of contact for all client enquiries by phone email and in person.
- Schedule meetings manage diaries and prepare client documents.
- Help process new business and maintain accurate records in our systems.
- Support our annual planning process and ensure high standards of ongoing client service.
- Provide general office support: greeting visitors handling post and ordering supplies.
- Help keep the office running smoothly and always clientready.
What were looking for
Essential:
- Ideally at least 1 year in an administrative role (including internships or work experience).
- Organised proactive and able to manage multiple tasks with care and attention.
- Confident with Microsoft Office and general office tech.
- A positive attitude and clear professional communication skills.
- Excellent attention to detail and ability to follow processes.
Desirable:
- Experience in financial planning or a professional services environment.
- Relevant qualifications such as the Certificate in Financial Planning RO1 or LP2.
What youll get
- Full training in our systems processes and client care approach.
- Supportive team environment with opportunities for professional and
- personal development.
- A meaningful role in a business that puts people first clients and team
- alike.
- The chance to grow within the firm and build a rewarding longterm career.
Benefits
- 5 pension contribution support with personal and career development 22 days holiday 8 days over Christmas and a day off on your birthday.
How to apply
Were partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.
Our process is fair and inclusive. If you need adjustments let us know. Only shortlisted candidates will be contacted.
To improve your chances ensure you meet the criteria have the right to work in the UK and submit a clear tailored CV showcasing your relevant experience.
As part of the recruitment process we will ask you to submit a short 12 minute video on why I love administration.
Apply now and take the next step in your career with us!
- 5 pension contribution support with personal and career development 22 days holiday 8 days over Christmas and a day off on your birthday.
Employment Type
Full Time
