Administrator

5 months ago


London, United Kingdom Westerham Financial Services Full time

**Job title**:
Administrator

**Level/grade**:
Admin

**Reports to**:
Practice Manager

**Direct reports**:
None

**Main location**:
1st Floor The Crown, London Road, Westerham, Kent, TN16 1DJ

**Contract tenure**:
Permanent

**Role purpose**:
To provide administrative support to the Partner to ensure that the Partner’s relationships between their clients can be optimised and assist with the daily operation of the office.

**Key duties and responsibilities**:
Provide high level technical and administrative support to the Partner/Practice Manager;
- Deal effectively with queries from clients and other parties through effective communication;
- Prepare files including compliance required documentation
- Manage the Partner’s diary and client appointments;
- Make travel bookings and travel arrangements as required for the Partner;
- Liaise with clients and third parties in relation to the Partner’s practice and act as the first point of contact for client administrative queries;
- Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
**Specific authorities**:
None

**Special requirements**:
None

**Person specification**:
**Knowledge and experience**:

- Previous experience in an office support role, ideally in financial services or related sector (essential)
- Knowledge of relevant regulation and legislation (desirable);
- Experience of client management systems such as Salesforce.

**Skills and behaviours**:

- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving.

**Required Competencies**:

- Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with mínimal supervision. Stays focused on tasks in spite of distractions and interruptions.
- Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables.
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
- Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.
- Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
- Planning and Organising: Manages own time, priorities, and resources to achieve goals.
- Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

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

**Salary**: £17,701.34-£25,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Private medical insurance

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- London, TN16: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service: 1 year (preferred)
- Administrative experience: 1 year (required)

**Language**:

- English (preferred)

Licence/Certification:

- Driving Licence (required)

Work Location: In person



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