Office Administration Assistant
2 weeks ago
**Summary**:
An opportunity has arisen to join our small friendly admin team to assist our advisers with research, administration and ongoing support.
The role would ideally suit someone who has recently completed A Levels and isn’t going on to further education, and looking to work in Financial Administration, on a structured training programme leading to a CII recognised qualification with the opportunity to progress into a paraplanner role and or adviser.
**Key Duties**:
- Preparing reports of client circumstances within company guidelines, which will include research gathering.
- Preparing new business packs for client meetings
- Ensure appropriate documentation is scanned and attached to the relevant client files.
- Answering incoming calls and taking messages where necessary
**Requirements**:
- General experience using Microsoft Word, Excel, and Outlook
- Good telephone manner.
- Effective organisational and planning skills
- Being able to meet deadlines and work under pressure
- Have an eye for detail
- Being able to work as part of a team and using own initive.
Rural based office so a driving licence and car are essential
Free parking provided
We are part of a bigger network - The Beaufort Group
**Job Types**: Full-time, Permanent
**Salary**: £18,000.00-£20,000.00 per year
**Benefits**:
- Company events
- Company pension
- Free parking
- On-site parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Quarterly bonus
- Yearly bonus
Work Location: In person
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