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- Tasks: Join us as an Office Administrator, supporting daily operations and client interactions.
- Company: Be part of a dynamic team in the Financial Services industry, focused on excellence.
- Benefits: Enjoy a competitive salary and opportunities for professional growth in a supportive environment.
- Why this job: This role offers diverse tasks, a collaborative culture, and the chance to make a real impact.
- Qualifications: Ideal candidates are organised, proactive, and team players; financial services experience is a plus.
- Other info: This is an office-based role in Farnham, with a salary range of £24,000 - £29,000.
The predicted salary is between 24000 - 29000 £ per year.
We are looking for a proactive and organised Office Administrator to join my client within the Financial Services industry. Supporting the Operations Manager and help ensure the smooth running of the business. This varied role involves a mix of financial admin, office management, and client support, with opportunities to grow into wider team and event coordination responsibilities. Key Responsibilities: Support the Operations Manager with day-to-day administrative tasks. Manage the monthly invoicing process using Excel, including liaising with advisers and issuing to clients. Handle incoming and outgoing post, maintain office supplies, and manage general office upkeep (e.g. tidiness, repairs, landlord liaison). Arrange client meetings and provide a warm welcome on the day. Organise client birthday gifts and assist with other client experience tasks. Answer and manage incoming phone calls and emails. Use internal systems to gather client data and adviser charging information. Additional Duties and Development: Prepare Letters of Authority, change of address letters, cover letters, and obtain client valuations. Support with event planning (e.g. Summer/Christmas parties, networking get-togethers). Maintain the company calendar and help coordinate internal and external meetings. Spot opportunities or issues and raise them with the team as appropriate. Take on other ad-hoc administrative tasks as needed. Requirements: Comply with FCA conduct rules and all relevant compliance policies (e.g. Consumer Duty, data protection, anti-money laundering). Maintain high standards of professionalism and confidentiality. Be a team player – helpful, flexible, and willing to support others when needed. Financial Services industry experience is desirable This role is Office based, Farnham £24,000 – £29,000 For more details please apply or contact Tegan at Dynamite Recruitment
Administrator employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Familiarise yourself with the Financial Services industry. Understanding the basics of financial administration and compliance will give you an edge in conversations during interviews.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. This will demonstrate your ability to support the Operations Manager effectively.
✨Tip Number 3
Practice your communication skills, especially in handling phone calls and emails. Being able to convey information clearly and warmly will be crucial for client interactions.
✨Tip Number 4
Show your enthusiasm for team collaboration. Be ready to discuss how you've worked well in teams before and how you can contribute positively to the office environment.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administration and the financial services industry. Emphasise skills like organisation, communication, and proficiency in Excel, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive nature and ability to support an Operations Manager. Mention specific examples of how you've successfully managed administrative tasks or improved office efficiency in previous roles.
Highlight Relevant Skills: In your application, clearly outline your skills related to client support, event planning, and compliance with regulations. This will demonstrate your understanding of the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which is essential for an Administrator role.
How to prepare for a job interview at Dynamite Recruitment
✨Show Your Organisational Skills
As an Office Administrator, being organised is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past. This will demonstrate your ability to handle the varied responsibilities of the role.
✨Familiarise Yourself with Financial Services
Since the role is within the Financial Services industry, it’s beneficial to have a basic understanding of the sector. Brush up on relevant terminology and current trends to show your interest and readiness to engage with the field.
✨Prepare for Client Interaction Scenarios
You'll be arranging client meetings and providing support, so think about how you would handle different client scenarios. Practising responses to common client queries can help you feel more confident during the interview.
✨Demonstrate Team Spirit
The job requires being a team player, so be ready to share examples of how you've collaborated with others in previous roles. Highlight your flexibility and willingness to support colleagues, as this will resonate well with the interviewers.
