At a Glance
- Tasks: Support advisers and manage client records in a dynamic financial services environment.
- Company: Established financial services business with a supportive team culture.
- Benefits: Competitive salary, flexible start times, and on-site parking.
- Other info: Great opportunity for career growth in a client-focused setting.
- Why this job: Join a professional team and enhance your administration skills in finance.
- Qualifications: Experience in professional services; IFA or financial planning background preferred.
The predicted salary is between 31500 - 38500 £ per year.
An established and professional financial services business is seeking an Administrative Assistant to join its office-based team.
This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly.
The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider office-based experience will also be considered.
- Your new role
- Support advisers and colleagues with the smooth running of client administration processes.
- Maintain accurate client records and ensure information is updated across internal systems.
- Assist with onboarding new clients and processing new business applications.
- Build positive relationships with clients, providers and third parties, acting as a key point of contact.
- Help coordinate the collection and management of client and provider documentation.
- Support regulatory and compliance activities to ensure records remain accurate and up to date.
- Produce professional correspondence and documentation for clients and providers.
- Contribute to a collaborative office environment by supporting wider administrative and operational activities.
- Use business systems and databases to manage information efficiently and accurately.
- What you'll need to succeed
- Previous experience within a professional services environment.
- Experience within an IFA, wealth management or financial planning firm would be highly advantageous.
- Knowledge of Intelliflo Office would be beneficial but is not essential.
- Excellent organisational skills with the ability to manage multiple tasks and priorities effectively.
- Strong communication skills and confidence when dealing with clients, providers and colleagues.
- Comfortable using business systems, databases and Microsoft Office applications.
- High level of accuracy and attention to detail when handling client information and records.
- A proactive and professional approach, with the ability to work independently and as part of a team.
- Positive attitude, strong work ethic and willingness to support different areas of the business.
- What you'll get in return
You will receive a permanent opportunity with a salary of £30,000+, dependent on experience.
The role is fully office-based, with flexible start times between 8:00am and 9:30am, as well as on-site parking.
This is an excellent opportunity for someone looking to build on their administration experience within a professional, client-focused financial services setting.
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