Financial Wellbeing Assistant

3 weeks ago

Basingstoke, United Kingdom First Actuarial Full time

**Section**: Support functions

**About First Actuarial**:
First Actuarial has been around since 2004, when a small group of like-minded actuaries came together to bring fresh thinking to pensions consultancy. Two decades later, we’re heading for 20% revenue growth this year, employing around 425 people across five locations.

We’re still an independent business with no chargeable hours targets, giving our people the time to deliver their best work and excel. We shape our high-quality services by listening closely to our clients’ needs. And we price those services fairly.

As we develop our business, prospects for our people grow. Our Basingstoke, Leeds, Manchester, Peterborough and Tonbridge offices provide supportive work environments where everyone can make a difference. We enjoy work and celebrate our successes. And we provide support and helpful feedback so we all learn and improve.

We love numbers, but we love people more. Staff wellbeing and work-life balance have always been core values. Beyond the firm, we’re known for our integrity. We’re happy to challenge conventional thinking and speak up. Our pioneering work is set to transform the lives of millions of younger people with a new type of pension.

**The role**:
As a Financial Wellbeing Assistant, you will join our small Financial Wellbeing team, working with our consultants and others in the business to support to delivery of our Financial Wellbeing services.

This role will be based in either our Basingstoke or Manchester Office.

As a Financial Wellbeing Assistant, you will be responsible for the following:

- Undertaking administrative tasks ensuring the rest of the team have adequate support to carry out their work.
- Providing support to our Financial Wellbeing consultants in delivering projects that will include organising online and in person appointments
- Working with our online systems
- Creating standard documents and materials
- Maintaining an organising online filing systems
- Liaising with teams across the business.

**Skill and Experience**:

- 1 year experience preferred in an administrative environment (optional).
- Excellent organisational skills, attention to detail and ability to work independently.
- Experience of using Microsoft Office, including Word, and Excel.
- Excellent written and verbal communication skills.
- The ability to operate as a ‘self-starter’ and with mínimal supervision whilst communicating clearly to the Central Finance team.
- A high level of integrity, be self-motivated, honest and diligent, with a strong attention to detail.

**What we offer you**:
We’ll actively support you as you build your career - and reward you for doing so. At every level of seniority, we offer:

- A competitive remuneration package, including bonus and profit-sharing payments.
- Private health insurance, life insurance and income protection insurance.
- 25 days annual leave as standard, increasing with length of service, an extra day at Christmas, plus bank holidays and the option to purchase additional holidays.
- A non-contributory pension.

We have hybrid working in place for colleagues who prefer home-working for part of the week. We’re also flexible on working day arrangements and will happily accommodate a range of personal commitments from day one.

Our straightforward, interview-based approach to recruitment ensures equal opportunities for all applicants.

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