Office Administrator
4 days ago
This Administrative Assistant - Financial Services role at Premier Jobs UK Limited presents an excellent opportunity for individuals seeking a rewarding career in financial services.
About the Job- You will work closely with a team of Financial Advisors, providing essential administration support to deliver high-quality services to clients.
- Process and chase new business enquiries to meet deadlines.
- Obtain necessary illustrations, projections, and valuations to inform financial planning advice.
- Respond to client inquiries, providing accurate and timely information to resolve their concerns.
- Maintain accurate records on our back office system to ensure seamless communication.
- Prepare thorough documents for suitability reports to support client decision-making.
- Liaise with clients and providers to ensure smooth service delivery.
- Prepare client meeting packs to enhance communication and collaboration.
Premier Jobs UK Limited fosters a culture that values employee growth and development, offering opportunities for progression into various roles such as paraplanning, advice, compliance, or management.
Our Benefits- A competitive salary: £27,000 - £31,000 per annum.
- A comprehensive benefits package including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus, and 30 days holiday + bank holidays.
- A hybrid working arrangement with a 60/40 split of office and home working.
- 37.5 hours per week to maintain a healthy work-life balance.
- Opportunities for career advancement and professional growth.
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