Junior Financial Services Admin — Hybrid, Training

SimplyBiz PLC; Hamilton; Hybrid; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Competitive salary

Full training provided

Career progression

Supportive team

Impact in financial services

Job summary

SimplyBiz PLC invites applications for a Business Support Administrator based in Hamilton. This permanent full-time role supports UK financial advisory firms, delivering accurate administrative and operational tasks with a high standard of service.

You'll join a friendly team, receive full training including study support for a relevant professional qualification, and gain valuable early-career exposure to the financial services sector in a growing organisation.

Qualifications

• Strong customer service skills with a professional and friendly approach.
• Previous administrative experience gained through work, education, volunteering or placements.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Good organisational skills and ability to manage multiple tasks.
• Confident using Microsoft Office applications, including Outlook, Word and Excel.
• Ability to work both independently and as part of a team.
• Positive attitude and willingness to learn.
• Right to work in the UK without the need for future sponsorship.

Responsibilities

• Provide administrative support across a range of business and compliance services.
• Manage and update client records, ensuring information is accurate and up to date.
• Respond to client enquiries by phone and email, providing a professional and helpful service.
• Complete background checks, including fit and proper, criminal record and credit checks.
• Produce reports and maintain documentation to a high standard.
• Support the preparation of client correspondence and business documentation.
• Assist with data collection, reporting and record management activities.
• Work closely with colleagues to ensure client requests are completed within agreed service levels.
• Develop strong working relationships with clients and internal stakeholders.
• Identify opportunities to improve processes and enhance the client experience.

Skills

Customer service

Administrative experience

MS Office

Communication skills

Attention to detail

Organisational skills

Right to work in the UK

Tools

CRM systems

Job description

SimplyBiz PLC invites applications for a Business Support Administrator based in Hamilton. This permanent full-time role supports UK financial advisory firms, delivering accurate administrative and operational tasks with a high standard of service.

You'll join a friendly team, receive full training including study support for a relevant professional qualification, and gain valuable early-career exposure to the financial services sector in a growing organisation.