Office Administrator

2 weeks ago


Liverpool, United Kingdom Douglas White Financial Planning Full time

Office Administrator – Part‑time Location: Liverpool, L24 9HJ Job Type: Part‑time – 16 to 18 hours per week (negotiable) Salary: From £12.71 per hour (depending on experience) Reports To: Office Manager About Douglas White Financial Planning Douglas White Financial Planning is a leading financial services firm specialising in tailored wealth management solutions to high‑net‑worth individuals, including professional athletes, entrepreneurs and executives. We are committed to integrity, professionalism and innovation, and deliver personalised financial advice and investment strategies. Role Overview We are seeking a highly organised and detail‑orientated Office Administrator to support our office operations. The ideal candidate will have experience in a similar professional office environment, or be able to adapt quickly. Essential Skills & Experience Ability to work in line with existing procedures and established routines Thoroughness and attention to detail Ability to work closely with others Strong verbal and written communication skills Confidence in contacting clients and providers for information Technical aptitude and IT experience Key Administrative Duties & Responsibilities Handle incoming telephone calls and address client queries where possible Manage post, scanning and filing tasks Draft correspondence and resolve client queries Provide high level of client service to maintain and build relationships Contact clients to schedule review meetings, initiate and monitor return of up‑to‑date client information Prepare client information for meetings Action post‑meeting requirements promptly, updating databases and following up as needed Assist with preparation and delivery of quarterly reviews Liaise with third‑party providers to obtain informationSupport and work closely with colleagues Benefits Company pension scheme Company events Free on‑site parking How to Apply Please submit your CV and a cover letter outlining your suitability to info@douglaswhiteltd.com. Equal Opportunity Employer Douglas White Financial Planning is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr



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