We are seeking a tenacious and resilient Executive Support Administrator to provide high-level PA support to the Operations Director and administration support to the financial advisors. This is a hybrid role within a financial services firm based in Westerham.
If you thrive in a fast-paced environment, are highly organised with strong administrations skills and have experience in working within financial services; this is a fantastic opportunity to develop your career.
Key Responsibilities
Provide PA support to the Operations Director, managing their diary and client appointments.
Manage the Partner's inbox, including emails, delegated tasks, and deadlines.
Deliver administrative support to the financial advisors.
Manage client queries with effective communication and a professional approach.
Prepare and maintain client files, ensuring compliance documentation is accurate and complete.
Process applications with precision and oversee their timely completion with third parties.Special Requirements
Strong level of financial administration skills and experience within the financial services sector is essential.
Knowledge of pensions and financial services.
Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
Experience with client management systems such as Salesforce is desirable.
Strong written and verbal communication skills with the ability to interact with high-level clients and building strong relationships.
Exceptional organisational skills with a keen eye for detail.
Ability to handle multiple tasks, manage time effectively, and remain calm under pressure.Benefits
Salary: £30,000 to £35,000 dependant on experience, with discretionary bonus (up to 12% of basic salary).
Hours: Monday to Friday, 9:00 AM - 5:00 PM (one hour paid lunch) Hybrid role.
22 days holiday, plus additional days for your birthday, Christmas shopping and office closure during Christmas and New Year. Regular company lunches and Christmas lunch.
Free on-site parking.
Nest pension scheme.
Private medical cover starting from day one.
Regular company lunches, including an annual Christmas lunch.Please submit your CV (in Word) and email to Mandy: (url removed)
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