Remote Administrative Specialist - Financial Services

Trinitycapitalpartners; Remote; GBP 22,000 - GBP 30,000; Full time

Job summary

A modern financial planning firm is seeking an organized and motivated individual for a fully remote administrative support role. Responsibilities include maintaining client records, assisting with client correspondences, and ensuring compliance with processes. The ideal candidate should have experience in administration, strong organizational skills, and familiarity with CRM systems. The firm offers flexibility, clear processes, and opportunities for career growth within a supportive team culture. Pay ranges from £22,000 to £30,000 per annum depending on experience.

Benefits

Genuine fully remote working

Clear processes and structured support

Opportunity for career progression

Supportive team culture

Qualifications

• Previous administrative experience is required.
• Candidate should have strong organisation and attention to detail.
• Familiarity with CRM systems, especially Intelligent Office, is desirable.

Responsibilities

• Maintain accurate client records on Intelligent Office.
• Update internal trackers and manage tasks independently.
• Assist with drafting and issuing client correspondence.
• Follow processes to ensure compliance and accuracy.

Skills

Administration experience

Strong organisation

Attention to detail

Ability to work independently

Experience in financial services

Familiarity with CRM systems

Remote work experience

Tools

Intelligent Office

Job description

A modern financial planning firm is seeking an organized and motivated individual for a fully remote administrative support role. Responsibilities include maintaining client records, assisting with client correspondences, and ensuring compliance with processes. The ideal candidate should have experience in administration, strong organizational skills, and familiarity with CRM systems. The firm offers flexibility, clear processes, and opportunities for career growth within a supportive team culture. Pay ranges from £22,000 to £30,000 per annum depending on experience.