Administrator Assistant

14 hours ago

Sherborne, United Kingdom AFWM Ltd Full time

**Administrator Assistant**

AFWM Limited are Independent Financial with offices based in Cornwall, Devon and Dorset. We are looking to appoint a self-motivated, precise and numerate individual to join our company as a Financial Administrator giving full administrative support to our Financial Advisers. Prior experience/qualifications not necessarily required as training will be provided but must be literate and numerate. Any financial background would be advantageous but certainly not essential.

The role would comprise largely of:

- Composition and arrangement of client correspondence in support of our Financial Advisers.
- Dealing with administration issues with financial services companies.
- Dealing with client business and processing in line with our procedures.
- Booking and arrangement of client appointments.
- Processing and administration of daily correspondence.
- Being the first point of phone contact for incoming client calls.
- Being the front of house for the Sherborne office.

Required qualities and qualifications:

- You should have good time-management, be adaptable and able to use your own initiative and ability to prioritise tasks and workload to meet deadlines.
- Good data entry and computer-based record-keeping skills.
- Able to organise and prioritise own work and be responsible and accountable for quality and accuracy of own work.
- Excellent customer service skills with the ability to build effective working relationships, using tact and diplomacy when speaking with others.
- Ideally you would hold good GCSE or equivalent in English and Mathematics and should hold, or be capable of attaining, good grades of RSA levels I, II and III.

This is a full-time position based at our Sherborne office with a very competitive salary and opportunities for potential progression in the Financial Services industry if desired.

**Salary**: £22,787-£28,627 pa (dependent on experience) plus potential annual bonus.

Start Date: To be confirmed.

**Job Types**: Full-time, Permanent

**Salary**: £22,787.00-£28,627.00 per year

**Benefits**:

- Company pension

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Yearly bonus

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