Permanent Admin Career

  • Location Trowbridge, Wiltshire
  • Starting Salary £18,000 - £21,000 (plus discretionary quarterly bonus) (Part time = pro rata)
  • Sector Financial Services – Technical Administrator
  • Job Type Permanent, Full time (preferred) OR Part time (approx. 22 hours per week)

Montgomery Charles is a boutique style wealth management company who specialise in giving expert advice to Business Owners, Dentists, Doctors and high net worth individuals. We seek a dedicated, admin-experienced candidate to join a friendly, busy and vibrant team. We are looking for a likeminded team player eager to contribute new ideas and a desire to make a difference.

Skills & Experience Required 
The successful candidate will demonstrate high inter-personnel and organisation attributes and be ready to support the rapid growth of this dynamic financial planning practice. Candidates should therefore have the following skills and experience:High level of experience in administration within a financial sector is required. For example:

  • Has worked for an IFA before
  • Part of a technical team within a financial services company
  • Administration Role within Pensions / Investments / Insurance – technical knowledge of a high level
  • Excellent IT skills in MS Word & Excel
  • The ability to work under pressure to deadlines.
  • An excellent telephone manner and superb customer service skills

Day-to-Day
The successful candidate will work within our administration department coordinated by our Client Services Manager; the head of Admin. Our training programme trains and mentors the candidate for an intensive three months, where they will be expected to work in multiple roles within the department, so as to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.


We are a small company of 16 employees with big ambitions, so the team are encouraged to develop ongoing ‘value adding’ projects along side their everyday responsibilities. These projects intend to continually improve the way we do business.  This adds a real element of diversity to the average day and also helps the team feel a sense of ownership within the company.


The candidate’s role primarily, is to assemble and organise client policy information at the necessary points in a client journey, in order to support the role of the Paraplanners and Advisors. More specifically the role entails the following:

  • Correspond with policy providers on behalf of the client
  • Correspond and be a general liaison with the client
  • Submit any new business on behalf of the client
  • Facilitate the annual review process of our clients
  • Process new client information in preparation for their first report meeting
  • Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance.
  • Basic admin duties

If you feel that you can genuinely enhance our service levels and relationships with our clients and help our clients to Get More Life Out Of Life © then you are the type of candidate we would like to meet.

Apply now
An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position.

To apply send CV to Alice: alice@montgomerycharles.co.uk expressing specifically how you would add value to our team and how you would help our clients ‘Get More Life Out Of Life’©. We want to know what sets you apart from other candidates for this role.

Tel: 01225 777999