Administration Assistant to Managing Director

6 months ago


Huntingdon, United Kingdom Beacon Wealth Management Ltd Full time

**This is a part time role up to 30 hours per week. **Based in our Kimbolton office. Proposed working hours are Monday-Thursday 10am-3pm, however hours can be negotiated within the core working hours of Monday-Friday 9:30am-4pm.

This is a non-advising role.

**Skills and Knowledge**
- High level of Customer Service
- Excellent telephone manner
- Good organisational skills
- Professional business manner
- Proactive approach
- Note taking and touch typing
- Good standard of grammar and English
- Understanding of Financial Services is advantageous but not essential
- Experience using IO or equivalent system is advantageous but not essential

**Core Tasks**
- Assist in preparation for client meetings
- Note taking in client meetings
- Type up meeting notes and file accordingly
- Assist in completing action points
- Assist in client data cleansing
- Any other ad hoc duties

**The Person**
- Communicate effectively with people at all levels
- Lead by example
- A high level of commitment to their role and the Company
- A willingness to support team members
- Maintain high standards of work and a positive attitude at all times

**WHAT WE OFFER**
- Generous Employee Benefits Plan
- Pension contributions matched up to 5%
- 20 days holiday (Pro rata) + Bank Holidays (plus annual increase up to 4 years)
- Birthday + Christmas/New Year Closure off
- On-site Mental Health First Aiders
- Regular team-building activities

**Job Type**: Part-time

Expected hours: No more than 30 per week

**Benefits**:

- Company pension
- Health & wellbeing programme
- On-site parking

Schedule:

- Day shift
- Monday to Friday
- No weekends

Work Location: In person



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