Administrative Assistant

2 weeks ago


Lincoln, United Kingdom Williams Wealth Consultancy Ltd Full time

We are extremely excited that due to an internal promotion and business growth we are expanding our team.

Williams Wealth Consultancy Ltd is a dynamic client focused business in Financial Services based in Lincoln. We are a friendly hardworking team who are supportive and collaberative with our goal is providing our clients with the fantastic service they deserve.

What you will be doing:

- Support clients by booking their appointments, being the first line of contact for any enquiries.
- Building strong ongoing relationships with our clients.
- Supporting our Financial Planners with the preparation for client appointments and follow up.
- Liaising with other Financial bodies.
- Be able to produce daily/weekly status reports to ensure client advice files are on track.

Are you:

- Highly proactive
- Driven, determined and self-motivated
- Have great attention to detail
- Strong at building relationships
- Approachable with excellent communication skills and telephone manner
- Professional at all times when representing our company
- Are you comfortable following a process and taking direction
- Positive Mental Attitude. We Want Can Do
- Excellent listening skills
- You must be computer literate.

**Salary**: £18,000.00-£23,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- LINCOLN: reliably commute or plan to relocate before starting work (required)

Work Location: One location



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