Office Administrator
1 month ago
This is an exciting opportunity to be part of the Cumbria & Scotland team providing support to our team in the Carlisle office.
I am proud to lead a successful region and would like you to play a part in its continued success and be part of the team that deliver good outcomes for our clients and support our Financial Planners and Client Relationship teams to deliver quality holistic financial advice.
We have a supportive and nurturing culture in the region and every member of the team is valued for their contribution to the success of the business. We encourage staff development and support activities that broaden skill sets that enable our people to move on to their next role.
The selection process will include a competency-based interview.
I look forward to receiving your application
- Client Relationship Manager
About the Role
Level: Level 2
Department: Quilter Cheviot Financial Planning
Location: Carlisle
Contract type: Permanent
You will be managing the front of house and provide excellent customer service to our clients by welcoming guests as soon as they arrive and directing them to the appropriate person.
The Office Administrator role will require you to communicate with clients consistently and regularly over phone. You will be responsible for handling the incoming calls into the office and dealing with customer queries, the ability to handle client queries in a professional and timely manner is essential.
This position plays a key role in being responsible for the day-to-day co-ordination of the office. The Office Administrator is responsible for stocking stationary, facilities, events, and client meeting experience. You would also be responsible for the receipt of incoming post, distribution, printing and scanning of post into our in-house system.
The role will also entail the administration and maintenance of client records in our in-house system. You will be responsible for supporting the Client Relationship team in preparing / printing high quality client meeting packs in readiness for client meetings.
You will be maintaining office security by following safety procedures and controlling access
Book and coordinate appointments and arrange meeting rooms and catering as required for client meetings, seminars, events etc
There is an exciting opportunity to support the regional management team by assisting in the preparation of management information, presentations, and other material. Therefore, it is essential to be confident in the preparation, presentation, and delivery of required material in a timely manner.
The role allows for a lot of autonomy and is varied in terms of responsibility. We are looking for someone who is confident in working in a dynamic and changing environment. Support will be required from the Office Administrator to ensure that we adapt and deliver to changing requirements from the business.
About You
To succeed in this post, you will need to be highly organised, proactive, and assertive. You should have the ability to manage and prioritise your workload independently and take ownership and responsibility of it.
The nature of the industry and role is one that is fast paced and dynamic. Therefore, we are looking for an individual with the ability to meet tight deadlines, the ability to multi-task and adapt to change quickly. You will also possess excellent written skills and high attention to detail.
We are seeking someone who has a positive and professional attitude with the ability to build strong internal and external relationships. The candidate should have excellent demonstratable customer service skills and be confident in speaking to clients.
Working well in a team is important, specifically within the Cumbria & Scotland regional office as the team is very close-knit and often collaborate to produce results.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
#LI-VS1 #QCFP
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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