Administrative Support Specialist
3 days ago
We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Perspective (Gould Financial Planning) Ltd in Cardiff.
This is an exciting opportunity to develop your skills in financial administration and provide exceptional support to our clients and colleagues.
Key Responsibilities:
- Provide administrative support to the financial planning team, including correspondence, data entry, and record-keeping.
- Maintain accurate and up-to-date client records, ensuring compliance with company procedures.
- Assist with the preparation of financial plans, reports, and other documentation as required.
- Act as a point of contact for client queries, providing high-quality customer service and representing the company professionally.
Requirements:
- Experience working in a financial planning firm, with excellent knowledge of financial products and services.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Proficient in Microsoft Office, particularly Word, Excel, and Outlook, with experience using Teams.
- Able to work accurately and efficiently in a fast-paced environment, with minimal supervision.
What We Offer:
- Competitive salary (£28,000 - £32,000 per annum), dependent on experience and qualifications.
- 25 days' annual leave, rising with length of service, plus Bank Holidays and Birthday Leave.
- Life Assurance, Pension, Corporate Eyecare, and Extras Discount shopping discounts.
- Opportunities for professional development and career advancement.
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