An exciting opportunity has arisen for an Office Administrator / PA with 2 years of experience to join a well-established financial services provider. This full-time role offers excellent benefits and a salary of up to £25,000.
As an Office Administrator / PA, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
* Scheduling appointments and managing diaries for advisers and clients.
* Handling email correspondence and maintaining client records.
* Managing databases, including CRM systems such as Salesforce.
* Transcribing dictation and updating client records.
* Preparing reports and financial documentation.
* Assisting with client applications, fund switches, and investment submissions.
* Monitoring and chasing outstanding documentation.
* Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
* Previously worked as an Office Administrator, Financial Administrator, IFA Administrator, Financial Services Administrator, Financial Planning Administrator, or in a similar role.
* Ideally have 2 years of experience in financial services.
* Hold A level or equivalent qualification.
* Strong communication and typing skills.
* Skilled in Microsoft Office, including Word, Excel, and Outlook.
What’s On Offer:
* Competitive salary
* Pension scheme
* Private healthcare
* Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
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