Financial Services Administrator

ABOUT US We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients. We were founded in 1990 by Chris de Mellow with a simple goal—to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected in every aspect of our financial advice, services, and support. As a family-run business, we appreciate the importance of a steady, reassuring, and guiding hand and treat our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with our clients to ensure that they and their loved ones are as prepared as possible for any eventuality. ABOUT THE ROLE This is a full-time role as a Financial Services Administrator at de Mellow & Co. As a Financial Services Administrator, you will be responsible for various day-to-day financial planning and administration tasks. This is an on-site role located in Petersfield. The key responsibilities include: Responding to new/existing client queries received via phone and email. Updating the Salesforce system with all appropriate information (including the creation of client records). Booking client meetings and completing appropriate meeting preparation. Actioning meeting notes provided by the adviser and, where appropriate, any follow-up actions. New business processing and business submission. Support to all advisers on client servicing activities. Completion of all tasks allocated via Salesforce, including ad hoc tasks. Preparation and follow-up on regular client reviews.