Are you looking to be part of a team and not just a number?
Then we invite you to join us.
Our focus is on clients, collaboration and building a resourceful team. We embrace innovative ideas, celebrating our differences, our hard work and dedication. We never forget how important our people and their development are, it is their passion that makes us who we are.
If you are a focused individual keen to join a fast-paced business and contribute to its continued success, this position may be for you.
We are lookingfor a self-motivated, punctual and reliable individual to join our Administration Team.
Summary information
· Full-time position, Monday to Friday between the hours of 9am to 5:00pm (However, we are happy to discuss flexible working arrangements where appropriate — please don’t let set hours stop you from applying.)
· 22 days holiday & bank holidays (rising to 26 days dependent upon length of service)
· Office location: Commercial Road, Ashley Cross
· An exciting role with future progression opportunities
· Salary dependant on experience
Duties and responsibilities will include, but not be limited to:
· Being part of the administration team, providing support to both our clients and advisers
· Learning our electronic back-office database (IRESS/XPlan)
· Assisting with client or provider queries
· Updating and maintaining back-office systems and client records
· Processing client investment instructions to our internal service level deadlines
· Dealing with incoming and outgoing post
· Documenting accurate and timely records of all communication with clients and product providers
· General administrative duties
· In the absence of the receptionist to provide reception cover, welcoming clients and visitors to the office.
We are looking for someone who has:
· Good attention to detail
· Ability to work under pressure and meet deadlines
· IT literate with experience in Microsoft Office. Experience with IRESS/XPlan is desirable.
· Enjoys working as part of a team
· Possesses strong communication skills
· Ability to adapt to changing and challenging circumstances
· Ability to carry out a task from start to finish
· Previous experience and knowledge of Financial Services (desirable but not essential)
· An understanding of the financial planning process and products (desirable but not essential)
Work Location: In person
