Financial Administrator Job in Leamington Spa, UK – Full-Time | Simpson FS Careers 2025 | Avarajobs.com

Job Details – At a Glance

• Position: Financial Administrator

• Location: Leamington Spa, Warwickshire (UK) 

• Job Type: Full-time, Permanent

• Salary Range: £24,800 – £27,000 (Depending on Experience)

• Holiday Entitlement:

  • 20 days annual leave

  • Plus bank holidays

  • Increases with length of service

• Perks & Benefits:

  • Wellness package for employee wellbeing

  • Office closure during Christmas holidays

  • Genuine career progression opportunities

  • Regular social events and team-building activities

Join a Modern Financial Firm with Heart: Simpson FS Is Hiring a Financial Administrator in Leamington Spa!

Looking to kickstart or elevate your career in financial services? Simpson Financial Services Limited, a respected UK-based independent financial advisory firm, is inviting applications for a full-time Financial Administrator role. This opportunity blends professional growth, meaningful work, and a supportive team culture—all in one.

About Simpson Financial Services Limited

Founded in 2004 and headquartered in Leamington Spa, Simpson FS has grown into a nationally recognized financial services firm with thousands of clients across the UK. What sets Simpson FS apart is its people-first approach—not just with clients, but with employees too.

• Privately owned and independent, the firm offers unbiased financial advice across retirement planning, investments, insurance, mortgages, and business finance.

• Award-winning and modern, Simpson FS combines cutting-edge tools with a warm, human touch.

• Career development is core: Many team members started in entry-level roles and now lead departments or advise clients directly.

• Wellbeing matters: From wellness packages to charity events, the company culture is built on care and connection.

Whether you're just starting out or looking to grow in a dynamic environment, Simpson FS offers a genuine career path with mentorship, training, and progression.

Job Overview: Financial Administrator

This is a client-facing, multi-functional administrative role supporting financial advisers, paraplanners, and specialist teams. You’ll be the backbone of daily operations, helping ensure smooth communication between clients, providers, and internal departments.

Key Responsibilities

• Handle inbound and outbound calls with professionalism and warmth.

• Liaise with pension, investment, mortgage, and insurance providers.

• Process new business applications and maintain accurate records.

• Support Mortgage Capacity Experts and Trustee Account Specialists.

• Assist Paraplanners and Financial Advisers with documentation and scheduling.

• Administer Group Scheme Policy Renewals.

• Perform general office duties and greet visitors.

• Communicate clearly and empathetically with clients.

Candidate Profile

Simpson FS is looking for someone who is:

• Bright, ambitious, and eager to learn.

• Friendly, professional, and team-oriented.

• Ideally degree-educated, but minimum GCSEs in Maths and English (Grade 4/C or above) required.

• Proficient in Microsoft Word and Excel.

• Experienced in customer service (preferred but not essential).

If you’re enthusiastic and ready to grow, Simpson FS will invest in your future.

Why Simpson FS?

• Real career progression: Entry-level staff have gone on to become advisers and managers.

• Supportive culture: You’ll be part of a close-knit team that values your growth.

• Modern workplace: Tech-savvy and award-winning, Simpson FS blends innovation with tradition.

• Community impact: Regular charity events and a strong ethical foundation.

How to Apply

Ready to take the next step in your financial career?

APPLY ON HERE

 

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