We are a firm of Independent Financial Advisers based in Warwick and provide individuals and businesses with a bespoke service, tailoring financial solutions to their needs and objectives.
We have 6 Financial Advisers and 10 support staff, who are a mixture of administrators and paraplanners. We are looking for someone to join our company in an administrative role.
The main purpose of the role would be to provide administrative support to the business. The role will report to the Operations Manager.
General duties include, but are not limited to:
1. Dealing with incoming and outgoing post
2. Scanning correspondence to back office system
3. Photocopying, scanning, shredding and binding correspondence
4. Meet and greet clients – prepare refreshments
5. Keep office & meeting rooms tidy
6. Fill and empty dishwasher each day
7. Answer telephones and direct calls in a professional manner
8. Make outgoing calls to clients, Providers and 3rd party suppliers
9. Monitor stationary and place order(s) when required
10. Monitor office supplies (tea, coffee and cleaning products) and place an order when required
11. General admin duties – monitoring of email inbox, updating and monitoring of company client database
Required skills and experience:
1. Good written and verbal communication skills
2. A personable approach
3. Good IT skills and knowledge of Microsoft Office Programs
4. Experience of working in a client-facing role
5. Ability to plan and organize time effectively & multi-task
6. Ability to prioritize workload and tasks
7. Ability to work to deadlines
8. Be able to work independently and as part of a team
9. Willingness to learn and demonstrate personal development
10. Previous experience in a similar role would be an advantage, but not essential as full training will be provided
We offer a friendly environment with a competitive salary and 23 days holiday (pro rata) plus statutory bank holidays.
Working hours: Ideally 25 hours 9:30 - 3:30pm Monday-Friday. There is some flexibility around the hours, but will need presence in the office, Monday to Friday.
Position available immediately.
Previous applicants need not apply.
Company Pension Scheme.
At the end of the probationary period, can elect to join a private medical and Paycare scheme.
A salary range has been provided; the agreed salary will be based upon experience.
The role is available on a part-time basis (between 20-25 hours a week) or full-time (35 hours a week).
THE SALARY QUOTED IS BASED ON A 35 HOUR WEEK. For a part-time role, the salary will be pro-rata to the hours agreed.
Job Types: Full-time, Part-time
Pay: £22,000.00-£25,000.00 per year
Expected hours: 25 per week
Benefits:
* Company pension
* Free parking
* On-site parking
* Private medical insurance
Schedule:
* Monday to Friday
Work Location: In person
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