At a Glance
- 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.
- Other info: Lovely office location in the countryside with easy access and free parking.
- 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.
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
Austyn Smith Associates Ltd is an excellent employer, offering a supportive and collaborative work environment in the picturesque setting of Beaconsfield, Buckinghamshire. With a focus on employee development, we provide opportunities for growth through training and skill enhancement, alongside a competitive salary and generous benefits including extra holidays and exam support. Our close-knit team values each member's contributions, making it a rewarding place to build a career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Office Coordinator in Beaconsfield
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We think you need these skills to ace Office Coordinator in Beaconsfield
Some tips for your application 🫡
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Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruitment Rebellion.
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How to prepare for a job interview at Recruitment Rebellion
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruitment Rebellion.
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