The administrator will have responsibility for
financial administration, with a wide range of requirements to provide day to
day support for a team of Financial Advisers.
Coordinating office activities and working
with Senior Administrators
Managing agendas, travel
arrangements, and appointments for upper management
Handling internal and external phone
calls and correspondence
Keeping stock of office supplies
and placing orders when necessary
Overseeing day-to-day office
functioning
Providing support to management
Use of CRM systems and
preparation of reports for clients – both corporate and individual
Filing and scanning important
documents
Overseeing office supplies and
services
Monday to Friday, 09:00 - 17:00 hours. No weekend work.
40 hours a week, 30 minutes for lunch each day.
Training
One day a week during term time at Exeter College working towards the Level 3 Business Administration apprenticeship.
Qualifications required
Minimum of Maths and
English GCSE C/4 or above.
Skills required
Good IT skills with knowledge of Microsoft software
essential
Good time management
and the ability to work alone with initiative.
Analysis: Good
analysis skills are vital for the role as a good portion of the work requires
stringent financial analysis. This requires good critical
thinking skills and the
ability to logically analyse figures.
Attention
to detail: As you are
responsible for preparation of reports for clients.
Self-management: The ability to work alone with good
self-management skills to
complete work on time without a manager to keep track of your work.
These tasks ensure that the advisers can focus on their
primary role of delivering financial advice.
Prospects
This is an excellent opportunity to enter the
Financial Services industry which has a demand for more competent advisers.
For the right individual with a high desire
to succeed, the opportunity to qualify
as a Financial Planning adviser or a Paraplanner role. Examinations required. Chartered advisers are the pinnacle of the
industry.
Qualification / Standard : ST0070 Business administrator
Duration 18 months