Job Vacancy

Our client is looking for a bright, conscientious individual to join as an Office Administrator.  You will be assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks.

Our client is proud to be an employer that supports employees throughout their journey with them, helping to shape their career.

As a new member of the team, you will receive training with support from experienced mentors and access to digital tools.

You will build skills in financial planning, client communication, compliance, and project delivery, preparing you for a successful career in financial services.

Main Duties

• Valuations: Preparing client valuations – gathering details of client holdings and updating database accordingly.
• Fact Finds: scanning and inputting into Back Office system all Fact Finds completed by the Advisers.
• Scanning: As directed by team members, scanning documents to the correct location.
• Post Duties: Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day.
• File Maintenance: Setup of client files for Admin Team.
• Database Maintenance: Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client’s details change.
• Client Meeting Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients.
• Diary maintenance: Ensure that client review meetings and valuation are setup in the diary.
• Client communications: Sending out appointment confirmation letter, quarterly newsletter etc.
• Fee/Commission entry: Inputting figures from providers statement into an excel spreadsheet.
• Ad Hoc Duties: Any other duties as directed by the Business manager and/or Directors.

Qualifications/Knowledge/Experience required

Essential:

• A minimum of C grades in English and Mathematics at GCSE level
• Confident computer skills
• A Levels or equivalent
• Knowledge of Word and Excel
• Be able to confidently communicate with clients, other team members via the phone and face to face.

Personal Attributes

• Friendly
• Able to communicate well – both verbal and written
• Good organisational skills
• Be a good “team player” with the ability to work under their own initiative and manage priorities/deadlines
• Have “an eye for detail”
• Have a methodical, ordered, and structured approach to tasks and working with numbers.

• Employer Pension Contribution
• Exam Support
• Death in Service
• Health Cash Plan

HOLIDAY: 28 days holiday including bank holidays plus an additional 3 days over the Christmas period

HOURS OF WORK: Monday – Friday 09:00 to 17:00 – Office based

INTERVIEW PROCESS:

1^st stage phone/Teams

2^nd stage face to face with a task to complete

HEALTH & SAFETY: No current issues to report on site

Please do contact us for more information or visit our Linkedin page.