Junior Administrator

3 months ago


Milton Keynes, United Kingdom Profile Resourcing Limited Full time

Under careful guidance, this position would involve providing support to Financial Advisers and other team members in a friendly but professional office environment.

In this role ,you would be given plenty of support and guidance as you learn the different ways that we conduct our business and on financial services in general along with the way that we can invest our client’s funds to help achieve their long-term goals.

Taking notes whilst sitting on client meetings that take place between advisers and clients would be a key part of the position for which plenty of training would be given.

You would also be involved in assisting with
- Producing valuations of client investment portfolios.
- Contacting providers regarding client information
- Scanning client documents and other admin functions

Attributes needed for the position include
- Detailed and accurate
- Organised
- Ability to multitask and prioritise effectively.
- Maintaining confidentiality
- Proactive and inquisitive
- Work effectively with the team.
- Ability to learn.
- Articulate
- Good grammar, spelling and punctuation

Hours of work are 8.00- 5.00 weekdays although we typically finish early on a Friday. No weekend work is required. Please note this is not a sales role.

**Job Types**: Full-time, Permanent

**Salary**: £14,500.00-£15,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- GCSE or equivalent (preferred)

Work Location: In person

Reference ID: AC6



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