Office Administrator
5 months ago
**Office Administrator**
We are looking for an administrator to join our small and friendly team. You will work closely with one of our financial planners and provide administrative and client relationship support. As an essential part of the team, you will be key to delivering a first-class service to our clients.
**The Role**
- Responsible for client meeting preparation and diary management.
- Obtain policy information, illustrations, and valuations from product providers.
- Administration and maintenance of client records.
- Chase, track and liaise with providers regarding new business submitted and keep accurate records of progress.
- Ensure the end-to-end business process is managed and tracked efficiently in line with practice and regulatory standards.
- General office administration, including post, scanning/copying and record keeping.
- Provide support to the financial planner and other team members as required.
**Skills & Experience**
- Excellent organisational and time management skills.
- Strong attention to detail.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Effective communication skills, both written and verbal.
- Ability to multitask and prioritise tasks effectively.
- Minimum of three years’ experience working in an administrative role.
- A positive attitude.
- Experience in financial services administration preferable but not essential as full training will be provided.
If you are a proactive individual with excellent administrative skills, we look forward to hearing from you.
**The package**
- Salary FTE £25,000.
- FTE of 25 days holiday (pro rata to relevant hours per week), plus bank holidays.
- 5% matching employer pension contribution.
- Finish early on a Friday.
**Job Types**: Full-time, Part-time
Schedule:
- Monday to Friday
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- Administrative experience: 3 years (required)
**Language**:
- English (required)
Work Location: In person
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