Office Administrator
6 days ago
An excellent opportunity to join a Financial Planning company as an Office Administrator in Solihull.
This company are an independent financial advisory firm which is directly authorised and has been running for 50 years. They are a small, close-knit team looking for the next addition. The firm looks out for its employees by using nice offices with facilities such as a free fitness suite, subsidised restaurant and free parking.
The Role:
- Administrator and advisor support role - attend client meetings, prepare documents and investment valuations
- Provide general administration including new business tracking and dealing with client enquiries?
- Looking for someone to shadow the office manager with the intention of taking over the role in several years?
- Systems used are IO and Cash Flow Calculator
Required Skills and Qualifications:
- Looking for someone with at least a year of experience working in financial services
- No qualifications required
**Benefits**:
- Pension scheme?
- Free fitness suite?
- Subsidised restaurant on site?
- Free parking?
- Annual performance related bonus
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£30,000.00 per year
Additional pay:
- Performance bonus
**Benefits**:
- Employee discount
- Gym membership
- On-site parking
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Solihull: reliably commute or plan to relocate before starting work (required)
**Experience**:
- Financial services: 1 year (preferred)
Reference ID: 1043095846
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