Position Overview

To provide administrative and reception support in all aspects of the day-to-day running of the business and ensure smooth delivery of excellent client service and client communication.

Experience & Competencies


  • Experience with Microsoft Word, Excel and electronic diary management (Outlook)
  • Relevant experience working within a financial planning environment
  • Experience of working as an administrator/receptionist


  • Knowledge of AO (client data management system)
  • Advanced knowledge of Microsoft Excel and Word
  • Knowledge of Financial Services Products
  • Interest in obtaining industry relevant qualifications


  • Business processing
  • Client Servicing
  • General Administration
  • Reception/housekeeping


Depends on experience

How to apply

If you think you’d be a good fit for our Administrator role please send your CV to lizp@blueskyifas.co.uk along with a cover note to explain why you believe you would be a great addition to our team.