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Financial Services Administrator

3 months ago

Shepton Mallet, Somerset, United Kingdom Professional Partners Full time

Professional Partners is a Private Wealth Management company working in a relaxed, open, and friendly environment and offering a personalised service to predominantly London-based high-net-worth clients.

The founder is looking for an administrator with financial services experience.

Role:

  • Support and organising daytoday tasks
  • Manage activities
  • Maintain client accounts
  • Prepare and organise client meetings
  • Understand financial services

Attributes:

  • Friendly, enthusiastic and diligent
  • Highly organised with good attention to detail
  • Ability to prioritise and multitask
  • Excellent written and spoken communication skills
  • Ability to adapt to change

Experience & Qualification:

  • Must have previous office administration experience with at least 1 year in the financial sector
  • Good working knowledge of Microsoft Office
  • Minimum of five GCSE including Maths & English

Details:

  • Starting Salary £25,000 per annum on a fulltime basis
  • 37.5 hours per week
  • Workplace Pension
  • Full training and support with reimbursement of industryrelated qualifications
  • Standard 25 days holiday plus public and bank holidays

Benefits:

  • Company Pension
  • Free Parking
  • Discretionary Annual Bonus

Schedule:

  • Monday to Friday 09:00hrs to 17:00hrs

Job Types:
Full-time, Permanent

Salary:
£25,000.00 per year

Benefits:

  • Casual dress
  • Company pension
  • Free parking

Schedule:

  • Monday to Friday

COVID-19 considerations:
N/A

Education:

  • GCSE or equivalent (required)

Experience:

Financial Services: 1 year (preferred)

Work Location:
One location

Application deadline: 01/02/2023

Reference ID:
PP230201

Expected start date: 01/02/2023