Financial Services Administrator

2 weeks ago

Colchester, United Kingdom Office Angels, UK Full time

Financial Services Administrator - 6-Month Maternity Cover £28, - £30, per annum Colchester, Essex Monday-Friday, 8:30am-4:30pm *Must drive and have access to a vehicle due to the location of the business. Are you an organised and proactive Administrator looking for your next challenge? My client, a well-established and highly regarded financial advisory firm, is seeking a confident and detail-oriented professional to join their close-knit team on a 6-month maternity cover contract starting mid-January .In this role, you'll play a key part in supporting a Financial Advisor with day-to-day administrative tasks, ensuring smooth operations and exceptional client service. This is a fantastic opportunity to gain experience within a respected financial services environment, where your contribution will truly make a difference.Key Responsibilities: Managing Advisers' diaryArranging review meetings with prospect & current clientsProducing annual client reports for meetingsRunning Adviser's back-office systemBeing the main point of contact for clients, both face to face and virtually on behalf of AdviserSending Letters of Authorities for clients to the relevant providers and collating required information on plans and policiesEnsuring smooth running of the office on behalf of the Adviser including stationery checks, managing incoming and outgoing post etcAs this is a maternity cover, there is the potential for the contract to be extended. After the 6-month period, the contract length will be reviewed on a monthly basis. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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