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Finance and Data Management Administrator

The Role – Finance and Data Management Administrator (non-advisory role) on a permanent basis

Starting Salary – £22K – 26K (pro rata) depending on skills and previous experience.

Hours – 25 hours per week. This is an office-based role as it includes reception duties.

Location – Stockbridge, Hampshire

What’s the job?

Working within the Management Team, the primary function of the role will be to support with all administrative duties to ensure the business is well run and equipped to maintain a high quality, efficient and compliant service.

As a Finance and Data Management Administrator you will ideally have:

How will your day look?

What’s in it for me?
As well as a competitive salary and structured career development plan aligned with your earning potential, our benefits package includes a pension scheme, 25 days annual leave (pro rata) and 8 paid bank holidays, death in service, income protection and private medical insurance. There is also the opportunity to job share (where possible), training/qualification support, shopping discounts, colleague wellbeing benefits and more!

Our Inclusive Culture
We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.

We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist.

TO OUR CLIENTS: We will improve their understanding and confidence in achieving financial life goals through clarity and structure.

TO OUR EMPLOYEES: We will support their career goals and aspirations through a clear development path.

TO OUR ASSOCIATES: We will work together to improve outcomes for all our clients.

TO OUR LOCAL COMMUNITY: We will provide support financially, physically and through leadership.

Do you have what we’re looking for? Apply with us today.

To apply, please email you CV to our HR Department at


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