Job Overview
We are looking for an organised and proactive Secretary / Diary Manager to join our busy office supporting a team of Independent Financial Advisers (IFAs).
This is a varied role that combines administrative support, diary management, client communication, and general office duties. The successful candidate will play an important part in ensuring our advisers are well organised and our clients receive excellent service.
Responsibilities
- Managing advisers' diaries and scheduling appointments.
- Contacting clients to arrange annual review meetings and other appointments.
- Answering telephone calls and handling client enquiries professionally.
- Maintaining accurate client records and updating internal systems.
- Preparing and sending correspondence to clients.
- Assisting with general office administration and filing.
- Running occasional errands, including trips to the Post Office and local suppliers.
- Supporting with day-to-day administrative tasks.
- Liaising with clients and providers to obtain information when required.
Skills and Experience
- Previous experience in an administrative, secretarial, or office support role.
- Excellent organisational and time-management skills.
- Confident telephone manner and strong communication skills.
- Good attention to detail and ability to prioritise workload.
- Proficiency with Microsoft Office (Outlook, Word, Excel).
- Professional and friendly approach when dealing with clients.
- Ability to work independently with minimal supervision while maintaining a proactive approach to workload management.
Desirable
- Previous experience within financial services or an IFA practice.
- Knowledge of client management system Intelliflo
- Full UK driving licence.
Benefits
- Free onsite parking.
- Complimentary refreshments, including tea, coffee and squash.
- Company social events.
- 25 days annual leave plus bank holidays.
- Long Service Holiday Scheme – receive an additional day's annual leave for each year of service from 5 years onwards, up to a maximum of 30 days' holiday.
- Life Insurance Scheme providing cover of 3x annual salary upon successful completion of probation.
- Income Protection Scheme after 3 years of service.
- Private Medical Insurance after 5 years of service.
If you are organised, personable, and enjoy working in a client-focused environment, we would love to hear from you.
Pay: £25,000.00-£30,000.00 per year
Benefits:
- Free parking
- On-site parking
Ability to commute/relocate:
- Cheltenham GL51 9TU: reliably commute or plan to relocate before starting work (required)
Experience:
- Secretary / Diary Manager: 1 year (required)
Licence/Certification:
- Driving Licence (preferred)
Work authorisation:
- United Kingdom (required)
Location:
- Cheltenham GL51 9TU (required)
Work Location: In person
