Benefits
- Exam funding and support appropriate to your role or progression
- Early 1pm finish on a Friday
- Christmas Shut Down in addition to your annual leave entitlement
- Time off for exams/revision (subject to prior agreement)
- Discretionary Bonus Scheme twice a year
- Healthcare Plan enrolment after probationary period
About Us
We are a small, independent financial planning firm dedicated to providing high-quality financial advice and exceptional service to our clients. Our friendly and professional team works closely together to build long-term relationships and deliver tailored financial planning solutions.
We are seeking an enthusiastic and organised Office Assistant to join our growing business. This is an excellent opportunity for someone starting their career in financial services who is keen to learn and develop within a supportive environment.
The Role
The Office Assistant will provide administrative support across the business, helping to ensure the smooth day-to-day running of the office while gaining valuable experience in financial services.
This role offers exposure to all areas of the business, including client services, administration, and financial planning support, making it an ideal first step for someone looking to build a long-term career in the industry.
Key Responsibilities
- General Office Support
- Provide administrative support to advisers and the wider team.
- Answer and direct telephone calls professionally.
- Welcome clients and visitors to the office.
- Manage incoming and outgoing post.
- Maintain office supplies and ensure the office environment remains organised and presentable.
- Scan, file, and securely manage client documentation.
Client Administration
- Assist with maintaining accurate client records and updating the firm’s CRM system.
- Prepare client packs and documentation for meetings.
- Support the processing of client correspondence and servicing requests.
- Assist with diary management and scheduling client meetings.
- Liaise with providers and third parties to obtain information when required.
Compliance and Data Management
- Ensure records are maintained accurately and confidentially.
- Support the team in meeting regulatory and compliance requirements.
- Assist with document management and file checking.
- Adhere to company policies and procedures, including data protection requirements.
Skills and Experience
Essential
- Strong organisational skills and attention to detail.
- Good written and verbal communication skills.
- A professional and friendly manner.
- Competent IT skills, including Microsoft Office applications.
- Willingness to learn and develop new skills.
- Ability to work effectively as part of a team.
Desirable
- Interest in financial services or financial planning.
- Experience using office software or CRM systems.
Personal Attributes
- Positive and enthusiastic attitude.
- Reliable and dependable.
- Professional appearance and manner.
- Eager to learn and take on new responsibilities.
- Strong work ethic and willingness to support colleagues.
- Able to manage tasks effectively and work independently when required.
This is an exciting opportunity for someone looking to start their career in financial services and become part of a close-knit and professional team.
Pay: £21,500.00-£24,000.00 per year
Work Location: In person
