Administrative Support Specialist
10 hours ago
As an Administrative Support Specialist, you will play a vital role in supporting our financial advisers with their administrative tasks. This exciting opportunity allows you to gain hands-on experience and acquire the necessary qualifications to progress into a Financial Advisor role.
About the Role
This is a brand new position created to support our advisers with various administrative duties, including preparing meeting packs, creating post-annual reviews, and ensuring compliance checks are carried out with precision. You will have the chance to work closely with clients through secure messaging systems, email, or telephone, and be responsible for assisting with document preparation, client correspondence, and data management.
Key Responsibilities
- Assisting with document preparation and client correspondence
- Liaising with clients through secure messaging systems, email, or telephone
- Maintaining accurate client records and performing data management tasks
Requirements
- Previous experience in a Financial Services administration role or similar
- A keen interest in financial planning and advisory services
Benefits
- Salary up to £30,000 (dependent on experience) + benefits package
- Opportunity to gain hands-on experience and acquire necessary qualifications
- Work-life balance with flexible working hours
- Professional development and progression opportunities
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