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Administrative Assistant

4 months ago

Bristol, South West England, United Kingdom Titan Wealth Planning Ltd Full time

An exciting opportunity has arisen for an Administrative Assistant to join our fast expanding and reputable Wealth Management Business on a 12-month FTC basis. The role is hybrid, working from the office 3-days a week. We will not be considering candidates that do not live or near Bristol.

The role would suit a graduate looking for their first role, with an interest in financial services, or junior administrator. Attitude is key: can-do attitude, flexible and adaptable to change, a passionate about delivery excellent customer care.

The successful candidate will play a pivotal role in managing and nurturing relationships between our company and external agencies. This position offers an exciting opportunity to work closely with internal teams and external partners to drive collaboration and achieve mutual success.

We’re looking for a forward thinker with a keen eye for detail who works collaboratively and can liaise comfortably with key stakeholders and ensures business requirements are met. This individual will be able to manage their time well and ensure they are able to effectively manage a high workload to ensure deadlines are consistently met. What the role entails:

- Serve as the primary point of contact for agency partners, building and maintaining strong relationships.

- Coordinate communication and data requests between internal teams and external agencies efficiently.

- Monitor and maintain the agencies inbox to ensure timely and accurate responses.

- Create and build a library of clearly documented agency teams processes and procedures.

- Be the main point of contact for all agency matters.

Requirements:

  • Experience providing high quality customer service with a strong awareness of customer focus.
  • Previous office administration experience
  • Previous regulatory of financial industry experience is - not essential
  • Education at least to GCSE Level with at least 5 passes grade 5 or above, including Mathematics and English (or equivalent)
  • Excellent communicator, written and verbal.
  • Highly organised, with a proactive approach
  • Computer literate, with ability to learn new applications and systems quickly

Some of yummy benefits:

- Private Medical Insurance

- Employee Pension Scheme

- 24 days Annual Leave

- Dental Insurance

- Life Assurance

- Health cash plan

- And lots of flexible benefits to choose from

Interview process:

Two stage process - 1st stage via MS Teams video conference, and 2nd stage Face-to-face at our Bristol office.

If you’re ready to take on a challenging and rewarding role as an Administrative Assistant, we want to hear from you Please don’t delay in applying. This is an urgent role - requiring someone to be available at very short notice or immediately available.