Financial Services Admin Assistant to the Practice Manager

3 days ago

Ilfracombe EX PY, United Kingdom HG IFA ltd Full time

Job Overview

Administration Support Role to a Financial Services Firm

Starting Salary: £25,000 per annum

20 hours working week over four days

Starting time four days a week.

Financial Services experience beneficial -but not essential

Training will be provided for all aspects of the role.

Long-term prospects and career opportunity available

Role

You will play an integral role in supporting the Practice Management Team, including taking ownership of the End-to-End Client documentation process - In-house Training will be provided.

Your role will include daily use of the full suite of Office 365 programmes and industry-specific CRM and data analytics tools (for which training will be provided). Experience in maintaining reporting and workflow through SharePoint will be beneficial.

A key part of your role will be to ensure that all records of prospect and client interactions and data throughout the fiscal year is included - on both our external and third-party systems - and creating Management Information reports based on the inputted data. This can include cash flow and financial-based reports.

The successful candidate must have experience of data control and be highly process and detail orientated.

Strong communication skills are a must, and you will need a professional and polite telephone manner and be able to respond to emails in a professional and timely way. A high attention to detail is required in all client, prospect, and provider communication.

Day to Day office management skills including arranging meetings for the team – via MS Teams, Zoom, and conference call - preparing meeting packs, writing post-meeting reports, and an array of administrative responsibilities.

You will also need to be a confident communicator and have the ability to build and maintain professional and courteous relationships with clients and providers.

A good level of IT Proficiency – particularly with Outlook, Excel, and SharePoint – and experience with data entry and report creation on CRM systems is desirable.

Personal Attributes

  • Experience of working in a professional office
  • Smart, professional appearance at all times.
  • Strong time keeping and time management skills
  • Clear DBS check
  • Excellent interpersonal and communication skills
  • Good written English
  • Pleasant telephone manner
  • Ability to be clear and concise when passing on information.
  • Strong organisational skills: able to multi-task and prioritise.
  • Ability to work to deadlines
  • Able to always maintain confidentiality and to handle sensitive matters.
  • High attention to detail
  • Flexible, adaptable, enthusiastic attitude
  • Willingness to participate in training programmes

Job Type: Part-time

Pay: £15,500.00-£16,000.00 per year

Expected hours: 20 per week

Benefits:

  • Company pension
  • On-site parking

Work Location: In person

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