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Company Description
A E Thomson Ltd is a friendly, expert independent financial advice business based in Sutton near Ely in Cambridgeshire. For over 40 years, the firm has delivered trusted, impartial financial planning covering savings and investments, retirement planning, wealth management, mortgages, protection, and employer benefits. A E Thomson Ltd supports both individual and corporate clients across the UK while maintaining a high-quality, personalised service. The company’s focus is on providing strong expertise and customer service tailored to each client’s financial goals. Long-term client relationships are central to the business, supported by a dedicated and collaborative team that values personal, client-focused service.
Role Description
The Administrator will provide day-to-day administrative support to advisers and the wider team, helping to ensure the smooth running of client services and office operations.
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Responsibilities
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- Preparing and processing documentation
- Maintaining accurate client records and databases
- Handling correspondence by phone and email
- Managing appointments and schedules
- Supporting the production of reports
- Chasing outstanding information from providers or clients
- Ensuring files meet compliance and regulatory requirements
This is a full-time, on-site role based in Ely, working closely with colleagues to deliver timely, professional support and a high standard of client service.
Qualifications
- Strong administrative and organisational skills, including experience with document management, scheduling, and maintaining accurate records.
- Proficiency with standard office software (e.g., Microsoft Office suite), databases or CRM systems, and general IT literacy.
- Effective written and verbal communication skills, with a professional telephone manner and the ability to handle client enquiries clearly and courteously.
- Attention to detail and accuracy, particularly when working with client data, financial information, and compliance-related documentation.
- Ability to prioritise tasks, manage deadlines, and work both independently and collaboratively within a small team environment.
- Experience in financial services, professional services, or a similar regulated environment is an advantage.
- Understanding of confidentiality and data protection requirements, with a commitment to high standards of integrity and client care.
- Educated to secondary school level or above; further qualifications in administration, business, or financial services are beneficial.
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