Office Administrator

Our client is seeking a detail-oriented and motivated administrator to support their team of Financial Planners.

Delivering exceptional service to clients, the ideal candidate will possess strong organisational skills, a willingness to learn, and preferably some experience in the financial services sector.

Responsibilities:

• Communicate professionally with clients via phone, email, and in-person.
• Respond to client enquiries in a timely and effective manner.
• Schedule and coordinate client meetings for advisers.
• Manage calendars for financial advisers, booking appointments and ensuring efficient use of time.
• Update fact finds using the company’s back-office system, ensuring accurate and complete documentation.
• Create, manage, and archive client records in accordance with data protection regulations.
• Handle all postal duties related to client correspondence, including sending, receiving, and filing documents.
• Prepare and issue letters of authority as required, ensuring compliance with regulatory standards.
• Follow up as required in accordance with Company procedures.

Requirements:

• Previous experience in administrative roles is preferred, ideally within the financial services industry.
• Excellent Interpersonal skills. Need to be able to communicate with clients and colleagues.
• Exceptional organisational skills, with the ability to manage multiple priorities effectively.
• Strong attention to detail to ensure accuracy in all tasks.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Willingness to learn and adapt to new systems and processes.
• Ability to work independently as well as part of a team.

Benefits:

• DIS cover of 2* income and membership of a Health Cash Plan.
• Initially enrolled in workplace pension then - 5% employer pension contribution after
• 22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it’s 27.
• Discretionary staff bonus scheme for non-advisory staff.