Do you want to build your career in financial services?

Are you early in your career and looking to grow within a professional financial planning firm?

Do you have some experience in financial or accounting administration and want to take your next step in a structured, supportive environment?

We are working with an excellent client seeking a reliable and driven Office Junior with a background in financial services or accounting to support the growing team.

Our client is a well-established and client-focused financial planning firm committed to helping individuals and families achieve long-term financial success. The supportive and high-performing team takes pride in delivering excellent service and ethical advice.

About the Role

As the Office Junior, you’ll work alongside experienced professionals and gain valuable insight into the workings of a financial planning practice. This role is perfect for someone who has a foundational understanding of finance or accounting and is ready to take their career to the next level.

Key Responsibilities:

Assist with client onboarding and document preparation

Maintain and update client records and CRM systems

Support paraplanners and advisers with administrative tasks

Process basic financial forms and liaise with product providers

General office duties: reception, scanning, filing, data entry

Provide backup support across other areas as needed

About You

You may already have experience working in a finance or accounting environment and are now looking to build a long-term career in the financial planning industry.

We’re looking for someone who is:

Proactive, professional, and detail-oriented

A confident communicator, both written and verbal

Organized, with good time management skills

A team player, keen to learn and grow

Familiar with financial terminology and administrative processes

Preferred Experience:

6+months experience in a financial, accounting, or professional services office

Familiarity with Microsoft Office Suite (especially Excel and Outlook)

Experience with Xplan or similar CRM systems (a bonus, not required)

Salary is dependent on experience

Please send your resume to [email protected]