About Us
We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients.
We were founded in 1990 by Chris de Mellow with a simple goal - to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected in every aspect of our financial advice, services, and support.
As a family-run business, we appreciate the importance of a steady, reassuring, and guiding hand and treat our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with our clients to ensure that they and their loved ones are as prepared as possible for any eventuality.
About the Role
We’re looking for a highly organised and proactive Graduate Operations & HR Assistant to support the smooth day-to-day running of our business. This is a varied and hands-on role, ideal for someone starting their career in business operations or HR and keen to gain broad experience in both fields.
You’ll work closely with the wider team to support internal processes, staff communications, and administrative functions, ensuring things run efficiently behind the scenes.
Key Responsibilities
Operations & Admin Support
* Assist with planning and logistics for internal meetings, training sessions, and staff events
* Liaise with business partners and service providers to coordinate products, services, and schedules
* Research and source items such as branded materials and office equipment
* Support internal communications across teams and departments
* Support the wider team with strategic projects and operational improvements
HR Coordination
* Assist with recruitment coordination including scheduling interviews and managing candidate communications
* Support onboarding of new employees, including paperwork, system setup, and welcome communications
* Maintain accurate HR records and documentation, using our HR system (Breathe)
* Organise staff recognition moments such as birthdays and maternity leave
* Assist with Financial Planner apprenticeship enrolment and funding requests
What We're Looking For
* A recent graduate or equivalent, ideally with a degree in Business, HR, or a related subject
* Strong organisational and administrative skills with great attention to detail
* Excellent written and verbal communication
* Friendly, approachable, and professional manner
* Comfortable using Microsoft Office and cloud-based systems
* A proactive attitude and willingness to learn and take ownership
This role offers a great opportunity to build your confidence, gain hands-on experience, and grow with a supportive and collaborative team.