Part-Time Office Administrator
Location: Newcastle under Lyme
Hours: 3 days per week – 9am – 4pm
Salary: £12.71 p/hr
About Us: We’re a successful and well-established financial advisory firm that prides itself on delivering exceptional service and building lasting relationships with our clients. With just four people in the team, every individual plays an important role, and we’re looking for a friendly, organised and proactive Office Administrator to become an integral part of our close-knit team.
Role Overview
You’ll be the first point of contact for many of our clients, helping to create a warm and professional experience from the moment they walk through the door or pick up the phone. Working closely with the Office Manager and Financial Adviser, you’ll support the day‑to‑day administration of the business, ensuring client records, documentation and processes are maintained to the highest standards.
Key Responsibilities
- Providing general administrative support across the business
- Preparing, maintaining and updating client records and documentation
- Managing correspondence, emails and incoming enquiries
- Scheduling appointments and assisting with diary management
- Welcoming clients to the office and ensuring a professional client experience
- Updating CRM systems and maintaining accurate data
- Processing paperwork and liaising with providers when required
- Monitoring and chasing outstanding documentation
- Supporting compliance and document‑management processes
- Maintaining office supplies and helping keep the office organised and presentable
- Assisting with ad‑hoc projects and business support tasks
Key Skills & Experience
We’re not necessarily looking for someone from a financial services background (although that’s certainly a bonus). More importantly, we’re looking for someone who is:
- Naturally organised and highly detail‑focused
- Friendly, approachable and confident speaking with clients
- Professional and presentable
- Proactive and happy to roll their sleeves up when needed
- Comfortable working independently and as part of a small team
- A strong communicator with excellent written and verbal skills
- Confident using Microsoft Office and learning new systems
Bonus Points If You Have
- Experience within financial services, professional services or a regulated environment
- Knowledge of pensions, investments or protection products
- An eye for design, creativity or marketing
- Experience creating internal communications, newsletters or social media content
Why Join Us?
- Flexible part‑time hours that can work around other commitments
- A genuinely supportive and friendly team environment
- Varied role with plenty of responsibility and autonomy
- Opportunity to become a valued member of a growing business
- Professional office environment with client-facing exposure
- Pension contribution (where applicable)
- Paid holiday entitlement (pro rata)
This Role Could Be Perfect For
An experienced administrator looking for a role where they can genuinely make an impact, rather than being one of hundreds in a larger organisation. It would also suit someone returning to work, seeking greater flexibility around family commitments, or simply looking for a professional, rewarding role within a friendly and supportive team.
If you enjoy being organised, taking ownership, building relationships and being the person that keeps everything running smoothly, we'd love to hear from you.
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Contact Details:
XPERT RECRUITMENT SOLUTIONS LIMITED Recruitment Team