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Job Title: Office Assistant
Location: Alton
Salary: Up to £28,000
Job Reference: 9398
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Job Description:
Recruit UK is working on an exciting opportunity for an Office Assistant to join a growing financial services firm.
Our client is looking for a proactive and organised individual who is keen to build a career in financial services or support an expanding administration team. This is an excellent opportunity to work within a professional environment, develop new skills, and gain valuable experience.
This role is perfect for someone who enjoys working with clients, thrives in a team environment, and is eager to take on more responsibilities as the role grows.
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Why work for our client?
Supportive Team Environment - Be part of a collaborative team that values growth and mentorship.
Career Growth - Full training, ongoing support, and career progression opportunities in financial services.
Variety of Tasks - Involvement in various administrative and client-focused duties, with potential to take on more responsibilities over time.
Comprehensive Benefits Package - Our client invests in their employees with a wide range of benefits.
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Duties and Responsibilities:
- Opening and distributing the post.
- Answering phone calls and passing messages to the Admin team and Advisers.
- Assisting with booking annual reviews with clients.
- Preparing client packs for annual reviews and ad-hoc meetings.
- Building relationships with clients and assisting with queries.
- Processing and managing letters of authority, including chasing providers for information.
- Setting up internal meetings as requested by management.
- Assisting with seminar preparation when required.
- Undertaking other duties deemed appropriate by management.
- Reporting directly to the Administration Manager.
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Skills and Experience Required:
- Communication Skills: Excellent verbal and written communication, particularly over the phone and via email.
- Financial Services: Experience in Financial Services or a desire to build a career in this profession.
- IT Proficiency: Strong skills in Word, Excel, and Outlook.
- Organisation: Exceptional time management and ability to prioritise workloads effectively.
- Attention to Detail: Consistently thorough and accurate in all tasks.
- Adaptability: Flexible and open to changing procedures.
- Teamwork: Experience in an administrative or team-based role is advantageous but not essential.
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Benefits:
- Competitive salary based on experience.
- Career progression and development opportunities.
- Full training and ongoing support.
- Comprehensive benefits package, including pension and other employee perks.
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About Recruit UK
As specialists in financial services recruitment, Recruit UK is dedicated to matching individuals to the right roles. Whether you are starting your career or looking for a new challenge, we use our extensive network and expertise to find your perfect position.
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Additional Information:
Due to the volume of applications, we will contact successful candidates within 7 working days. If you have not received communication during this period, please assume your application was unsuccessful. However, we may retain your information for future opportunities that align with your skills and experience.
