Financial Administrator

Michelle Denny Recruitment is happy to be supporting a well-established financial services firm in Diss with their search for a meticulous and client-focused Financial Administrator. This is a fantastic opportunity for someone with a background in financial services who's looking for flexibility, variety, and the chance to enhance their career in a supportive environment. Great benefits too!
 
Why this role?

• Flexible part-time hours - 3 days / 16.5 hours per week, with flexibility on days and times
• Attractive package - Pro rata salary £30k-£35k, private health insurance, pension and free parking
• Professional growth - Fully funded training after probation to expand your knowledge and skills
• Meaningful impact - You'll support the MD directly and play a key role in client care, compliance and business operations

 
What you'll be doing:

• Acting as the first point of contact for client queries and calls
• Managing and maintaining accurate client records and onboarding new clients
• Preparing clear reports and documentation for meetings
• Liaising with providers, reviewing files and risk reports
• Supporting diary management, compliance processes and general business administration

What we're essentially looking for:

• Solid experience in financial services (pensions/investments a real advantage)
• Strong MS Office 365 skills; familiarity with Intelligent Office or Dynamic Planner is a bonus (training provided)
• Highly organised, detail-oriented and confident working independently

 
The opportunity:

This role is ideal if you're looking for part-time hours in a small, professional environment while still being able to grow your expertise. It offers flexibility, development and the chance to make a real difference to clients' financial journeys.
 
If you would like to know more, and you have a financial admin background, apply online or contact Michelle Denny for a confidential chat.

Michelle Denny Recruitment

£30,000 - £35,000 per annum, pro-rata

Diss