Temporary Administrator/ Office Assistant

1 week ago


Corsham Wiltshire, United Kingdom tPS 🔹 Real Estate 🔹 Law Practice 🔹 Financial Services 🔹 Executive Search Full time

Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.

Our client is a small company with high-service financial advisers, and the customer is at the heart of everything they offer. They are passionate about constantly improving the quality of service and absolutely believe in sustaining a level of balance between work and life across the business.

This could include Preparing paperwork and valuations ahead of client meetings, maintaining internal databases, dealing with new business applications, and handling internal and external client queries. In addition, you shall be responsible for chasing remuneration/adviser fees, setting up client meetings/diary management, and assisting in all pre- and post-sale administration.

Therefore, please get in touch if you are looking for a career move within the financial market and would like to discuss up-and-coming opportunities.

Existing experience in the IFA market working directly with financial advisers in a support role
Possess a working knowledge of advisory back-office systems
Join a small, friendly firm with a solid HNW client base and an opportunity to progress.



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