PART TIME - Administration Assistant - Financial Planning - Canterbury Circa £24,000 (FTE)
Successful local Law firm!
Are you an experienced Administration Professional seeking a warm and welcoming team with a great work/life balance and culture?
Want to join a highly successful, and distinguished law firm that pride themselves on their low staff turnover, supportive and inclusive environment and outstanding progression opportunities!
This is an exciting opening for an adept Administration Assistant to join this talented and thriving team in supporting their Private Client team in their day to day financial operations.
You will be supporting a fee earner who offers financial planning functions within savings and investments, covering the following duties:
- Portfolio management.
- Pension Plan Advice.
- Arranging of appointments and meetings.
- Liaising with financial services.
- Collating information for internal records.
- Obtaining illustrations and quotations.
- Handling application forms on behalf of clients.
- Scanning, filing and printing.
- Ensuring sure all deadlines met.
ABOUT YOU:
They are looking for and experienced and confident Administrator who is:
- Efficient Prioritiser and comfortable working to deadlines.
- Keen to progress.
- Articulate and professional.
- A great communicator, empathetic and comfortable speaking with a variety of clients, including elderly clients.
- Good knowledge of Microsoft Office.
- Able to carry out your work with discretion and tact.
- Attentive and proactive with a cheerful disposition.
- If you also have experience within financial services, or financial planning, this would desirable.
BENEFITS:
- Competitive salary circa £24,000 (FTE)
- 20 days annual leave + BH's (pro rata)
- Company pension,
- Private Medical Insurance,
- Perkbox benefits,
- Progression and development,
- Great team social events and culture!
Don't miss out on this fantastic opportunity, contact
Isobel at TN Recruits
now to find out more!
In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.