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- Tasks: Coordinate office support and provide administrative assistance in a dynamic environment.
- Company: Join an award-winning, independent financial adviser with a friendly team culture.
- Benefits: Competitive salary, generous holiday, pension scheme, and exam support.
- Why this job: Take ownership of your role and develop valuable skills while making a real impact.
- Qualifications: Strong organisational skills, attention to detail, and proficiency in Microsoft Office.
- Other info: Lovely office location in the countryside with easy access and free parking.
The predicted salary is between 27000 - 32000 £ per year.
Are you looking for a challenging role that allows you to take ownership of your workload? Are you a team player who can multitask and help us coordinate and develop our office support? We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Opportunity
We are a growing, independently owned, fee-based firm providing financial planning and investment advice. Joining our close-knit team provides varied responsibilities and the chance to take ownership to be a valuable team member. We will help you develop technical and soft skills to enable your success and achieve your own goals.
About the Role
Our varied role is to provide administrative support in all aspects of the day-to-day running of the business:
- Answering, screening and forwarding incoming calls
- Creating and maintaining accurate client records on back-office systems
- Meeting and greeting clients and other business visitors
- Opening, scanning, logging and allocating incoming post and deliveries
- Managing outgoing post
- Preparing meeting rooms
- Diary management and confirming client meetings
- Maintaining and arranging client card/gift lists for milestone birthdays and Christmas
- Ordering and maintaining adequate stationery levels
- Sending Letters of Authority and chasers as required
- Invoicing
- Arranging travel if needed
- Assisting with general administrative tasks and other duties
Salary & Benefits
Basic salary: £27,000 to £32,000
Auto-enrolment Pension
22 days holiday, plus three days between Christmas and New Year, as well as a day off on your birthday and an additional 2 days taken as a half-day per quarter.
Exam costs and support, if desired.
Essential
- Confident with Microsoft Word, Excel and electronic diary management
- Disciplined, organised, efficient and have strong attention to detail
- Articulate with excellent interpersonal skills, both written and verbal
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan your own workload
- Ability to multi-task and prioritise effectively
- Ability to work independently and in a team
- Unrestricted rights to work in the UK
Desirable
Experience of working within financial services industry would be an advantage but not essential.
Additional Information
Based in Beaconsfield, Buckinghamshire, we have a lovely new office barn, offering a great working environment in the countryside with easy access to the M40 and free parking. The role is office based.
Core Hours: 9.15 am to 5.15 pm Monday to Thursday, 9.15 am to 4.30 pm Fridays. This role would suit an outgoing team player, conscientious, proactive, with good communication skills, comfortable working as part of a close-knit team. We are happy to consider someone part-time.
About Us
Austyn Smith Associates Ltd is an award-winning independent financial adviser specialising in pension, retirement, and investment advice and believe in being adaptive and proactive to improve the financial well-being of our clients. By managing risk, we aim to preserve wealth, provide stable growth, and create sustainable income. Our culture means we treat clients like family. All benefit from our latest thinking and initiatives, and we continue to share our success with the community through charitable giving.
We are Winner Financial Planning Firm of the Year 2024, South East, Professional Adviser Awards. We have been placed in the Citywire New Model Adviser Top 100 UK Advice Firms for the last 7 years. We are a professional, friendly team of people, and we are growing. We require a hard-working, committed individual who shares our values and passion for financial planning.
Please view our website for more information about our company and philosophy.
Keywords: Administrative Assistant, Office Manager, Office Administrator, Administrative Coordinator, Office Assistant, Office Associate, IFA, IFA Administrator
NO AGENCIES PLEASE. This recruitment campaign is run by Recruitment Rebellion. Applicants, please do not apply directly to Austyn Smith Associates Ltd, as your application may be missed. Only shortlisted candidates will be contacted.
You are more likely to get a positive response if you follow these tips:
- Check that you meet the criteria for the role
- Apply with a CV that is clear, concise and correct
- Tailor your CV to highlight your experience and relevant achievements to the position
Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Office Coordinator in Beaconsfield employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Coordinator in Beaconsfield
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Austyn Smith Associates Ltd. Understand their values and what makes them tick. This will help you connect with the team and show that you're genuinely interested in being part of their close-knit crew.
✨Tip Number 2
Practice your multitasking skills! Since the role involves juggling various tasks, think of examples from your past where you've successfully managed multiple responsibilities. Be ready to share these during your chat with them!
✨Tip Number 3
Show off your interpersonal skills! The job requires excellent communication, so be prepared to demonstrate how you can articulate your thoughts clearly. Whether it's through your answers or your body language, make sure you come across as friendly and approachable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows that you’re following the process they’ve set up, which is always a good look!
We think you need these skills to ace Office Coordinator in Beaconsfield
Some tips for your application 🫡
Be Clear and Concise: When crafting your CV, keep it clear and to the point. We want to see your skills and experience without wading through unnecessary fluff. Make sure every word counts!
Tailor Your Application: Don’t just send out the same CV for every job. Tailor it to highlight your relevant experience and achievements that match the Office Coordinator role. Show us why you’re the perfect fit!
Show Off Your Skills: Make sure to showcase your Microsoft Word and Excel skills, as well as your ability to multitask and prioritise. We love seeing candidates who can demonstrate their organisational prowess!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Recruitment Rebellion
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Office Coordinator role. Familiarise yourself with the specific tasks mentioned in the job description, like diary management and client interaction. This will help you demonstrate how your skills align perfectly with what they’re looking for.
✨Showcase Your Multitasking Skills
Since this role requires juggling multiple responsibilities, prepare examples from your past experiences where you successfully managed several tasks at once. Highlighting your ability to prioritise effectively will show that you can thrive in a busy environment.
✨Demonstrate Your Attention to Detail
Attention to detail is crucial for an Office Coordinator. Bring up instances where your meticulous nature made a difference, whether it was in maintaining accurate records or ensuring smooth communication. This will reassure them that you can handle their administrative needs with precision.
✨Be Personable and Engaging
As you'll be meeting and greeting clients, it's important to come across as friendly and approachable. Practice your interpersonal skills before the interview, and be ready to discuss how you can contribute to their close-knit team culture. A positive attitude can go a long way!
