Administrative Assistant

6 days ago


Manchester, United Kingdom Medlock Partners Full time

We are looking for a highly motivated and organized Administrative Assistant to join our team in Manchester.

In this role, you will be responsible for coordinating adviser diaries, scheduling meetings, and managing post related to new business cases.

A strong understanding of internal compliance procedures and third-party provider requirements is essential for success in this position.

The ideal candidate will have previous experience in financial services administration, excellent communication skills, and a proven track record of delivering high-quality results.

A competitive salary up to £38,000 (experience-dependent) is offered, along with hybrid working arrangements and 26 days holiday per year.

You will receive full exam support and an additional day's leave on your birthday. Our client values their employees' well-being and provides excellent opportunities for career growth.

Responsibilities:

  • Coordinating adviser diaries and scheduling meetings
  • Managing post related to new business cases
  • Understanding internal compliance procedures and third-party provider requirements
  • Working closely with Senior Paraplanners and Financial Planners

Maintaining high levels of accuracy and timeliness are essential for this role, as well as excellent communication skills and attention to detail.

The ideal candidate should have the ability to multitask effectively and prioritize tasks efficiently.



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