Join Us

If your looking for a career in Financial Services then please send your CV to

Nicholas Jowett

nick@fivefinancial.co.uk.

We have a number of Employed and Self Employed roles for IFA's, Mortgage Advisers and Administrators.

Current Jobs

Administrator

Are you an experienced Administrator looking for a career in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our team.

We're on the lookout for someone who is well organised and with an attention to detail.

The Opportunity

At Five Financial Wealth Management we're passionate about providing high-quality, personalised financial advice to our clients. As an Administrator, your role will be pivotal in ensuring our Financial Advisers can deliver outstanding service.

You'll handle a wide range of responsibilities, from managing client data and ensuring the accuracy of records to preparing essential documentation for client meetings and advice. Strong communication skills will be essential, as you'll be liaising directly with clients and colleagues to ensure seamless service delivery.

Key responsibilities include:
• Managing and maintaining accurate client records using our back-office systems
• Preparing documents and reports to support client meetings and advice provision
• Ensuring compliance with financial regulations through precise data handling
• Acting as a first point of contact for clients, delivering prompt and professional communication

Requirements

You'll need to be proactive, highly organised, and able to manage multiple priorities with ease.

Your skills and experience should include:
• A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous but not essential as training will be given)
• Excellent attention to detail with the ability to spot errors others may miss
• Strong organisational skills and the ability to meet tight deadlines
• Confidence in liaising with clients and providing a high standard of customer care
• Proficiency in using office systems and software to manage data and workflows

About Us

We believe that respect, trust, and collaboration are at the heart of everything we do. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you'll be empowered to make a real impact.

We take pride in fostering a supportive, inclusive environment that values professional growth, flexible working, and individual wellbeing. Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.

If you're looking for a company where your contributions are valued and you can genuinely make a difference,

Benefits

We go beyond the basics to offer a benefits package designed to support your personal and professional growth:
• Generous Holiday Allowance - Start with 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days
• Flexible Working - Hybrid working model with 3 days a week in the office, allowing for a great work-life balance
• Pension Scheme - A competitive pension to help plan for your future

Salary

£14.00 - £16.00 Per Hour (Commensurate on Experience)

Hours - Part Time or Full Time