Financial Services Administrator - 6-Month Maternity Cover

Office Angels; Colchester; On-site; GBP 28,000 - 30,000; Full time

Job summary

A respected financial advisory firm in Colchester is looking for a Financial Services Administrator for a 6-month maternity cover. The role involves managing diaries, arranging meetings, and providing comprehensive administrative support to a Financial Advisor. Candidates should be organised and proactive, with access to a vehicle due to the location. This position offers valuable experience in a respected financial services environment.

Qualifications

• Organised and proactive administrator with experience in a financial advisory setting.
• Must drive and have access to a vehicle due to the location.
• Experience in managing diaries and client interactions.

Responsibilities

• Manage Advisers' diary and arrange review meetings.
• Produce annual client reports for meetings.
• Run Adviser's back-office system and be the main client contact.

Skills

Organisational skills

Proactive attitude

Attention to detail

Job description

Financial Services Administrator - 6-Month Maternity Cover

£28,000 - £30,000 per annum

Colchester, Essex

Monday-Friday, 8:30am-4:30pm

*Must drive and have access to a vehicle due to the location of the business.

Are you an organised and proactive Administrator looking for your next challenge? My client, a well‑established and highly regarded financial advisory firm, is seeking a confident and detail‑oriented professional to join their close‑knit team on a 6‑month maternity cover contract starting mid‑January 2026.

In this role, you'll play a key part in supporting a Financial Advisor with day‑to‑day administrative tasks, ensuring smooth operations and exceptional client service. This is a fantastic opportunity to gain experience within a respected financial services environment, where your contribution will truly make a difference.

Key Responsibilities:

• 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 etc

As this is a maternity cover, there is the potential for the contract to be extended. After the 6‑month period, the contract length will be reviewed on a monthly basis.

Office Angels is an equal‑opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

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