We are seeking an individual eager to start their career in financial services or to support our clients expanding administration team.
Role Requirements:
This role demands a well-presented, articulate individual who enjoys meeting and greeting clients and is confident in dealing with clients via phone and written communication. The successful candidate will be part of the admin team but will also need to work independently and manage their workload efficiently. Meeting deadlines and excellent organisational skills are essential.
We are looking for someone to assist them with day-to-day tasks and who is keen to take on additional responsibilities as the role grows, depending on career aspirations.
Company Support:
They provide comprehensive training, ongoing support, and opportunities for career progression in financial services. They also invest in their employees and offer a robust benefits package.
Duties Include:
- Open and distribute post
- Answer phone calls and pass on messages to Admin and Advisers
- Book annual reviews with clients
- Prepare client packs for annual reviews and ad-hoc meetings
- Build relationships with clients and assist with queries
- Process and manage letters of authority and chase providers for information
- Set up internal meetings as requested by management
- Assist with seminar preparation when required
- Perform other duties as appropriate
- Report to the Administration Manager
Skills Required:
- Excellent verbal communication skills (telephone and written)
- Proficient in Word, Excel, and Outlook
- Adaptable to changing procedures
- Strong time management, organisation, and prioritization skills
- Attention to detail
- Experience working in an administrative or team capacity
Benefits:
- Salary £22,000
- 25 days holiday + Bank holiday
- Pension
- Group Life policy
- Employee assistance programmes
- Support for exams and study material under a learning contract.
- Hours 9-5 with 1 hour paid lunch
Interested? Apply now!