We are looking to recruit an Administrative Assistant to join our firm of Chartered Financial Planners.As a business, we look to enable personal development and reward effort within a professional but friendly working environment. Our ideal candidate would have relevant experience in the Financial Services Industry, but we are open to other relevant experience.Evidence of Progress in the CII Examinations (or equivalent) would be an advantage and we offer support for further study.Whilst the position is an administrative one there is a career path which, for the right individual, could see progress into a Paraplanning role and, ultimately, to becoming a Financial Adviser.Hours of work are Monday - Friday 9am - 5pm - 1 hour for lunch and a hybrid working opportunity once training has been done.
Salary depending on experience relevant to the role is £25,000 - £30,000.
Your new role
Provide administrative support to the firm's advisers and the Practice Manager.
Maintain excellent standards of communications with both internal and external customers, both orally and in writing (letters and emails).
Have a good working knowledge of Microsoft Office, principally Word and Excel.
Ensure that client files and records, both paper and electronic, are up to date, neat and, as far as possible, reflect correct information
Identify and investigate any anomalies found in the information held on file.
Produce illustrations, process applications and administer existing business within agreed timescales whilst maintaining high levels of accuracy, making full use of online portals and product providers' intranets.
Make appointments in advisers' diaries and assist in preparation of files for client meetings.
Input information such as Confidential Financial Reviews, New Business, etc onto the Intelligent Office system, as required, in an accurate and timely manner.
Maintain an accurate diary system and act, as appropriate.
Use reporting functions in IO to produce review lists and produce valuations for clients.
Assist in general office duties such as answering the telephone, reception and post, etc., as required.What you'll need to succeed
Previous strong administrative experience
A keen interest/experience/qualifications in financial services
What you'll get in return
25 days annual leave as well as 8 annual public holiday dates.
The firm encourages staff members to further their industry knowledge by undertaking further study and exams.
Workplace pension and Income Protection cover.
Aviva Health Care cover.
Free parking on site on office days
Hybrid working scheme
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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Salary description
£25000.00 - £30000.00 per year