Administrative Support Professional

19 hours ago


Carlisle, Cumbria, United Kingdom CV-Library Full time

Become part of a dynamic team at a leading Chartered Financial Planning firm in Penrith.

This esteemed company, established over 20 years ago, prioritizes employee satisfaction and offers an outstanding benefits package. Their beautiful office welcomes dogs, creating a unique work environment.

Job Summary:

An exciting opportunity has arisen for an experienced professional to join their Client Services team as an Administrative Support Professional. In this role, you will be responsible for providing administrative support, responding to client inquiries, and collaborating with Financial Planners to arrange client meetings.

Key Responsibilities:
  • Provide exceptional administrative support, maintaining accurate records and efficient data entry.
  • Respond to client phone calls and direct inquiries, ensuring timely and effective communication.
  • Collaborate with Financial Planners to arrange and prepare for client meetings, building strong relationships.
  • Evaluate and maintain the accuracy of client records and data entry calculations, guaranteeing precision.
Requirements for Success:
  • A minimum of previous experience in the Financial Advisory sector, demonstrating a solid understanding of organisational operations and financial processes.
Benefits Package:
  • 28 days of annual leave, increasing with service, allowing for a healthy work-life balance.
  • Pension scheme access with complimentary financial guidance, supporting long-term planning.
  • Company-provided sick pay, ensuring continuity during challenging times.
  • Support for maternity, paternity, and adoption leave, promoting family well-being.
  • Flexible work-life balance options, accommodating diverse needs.
  • Regular company events, fostering team spirit and camaraderie.

Please note that the salary will be discussed during the interview process, reflecting your skills and experience.

Salary estimate: £26,000 - £32,000 per annum, based on industry standards and location factors.



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