Job Description
Office Administrator - Financial Services
Yateley, Hampshire
c£25,000 per annum (paying more for those with paraplanning experience)
Due to continued growth client is now looking to recruit an Office Administrator to join a well established, friendly and professional Financial Advice and Planning Business.
Supporting clients across the UK and with Offices in Yateley, Swindon, and a remote Team, we are looking for a confident and experienced administrator to facilitate the smooth running of the Yateley office to assist in driving the business forward.
Role Purpose
Reporting into the Practice Manager, this is a varied administration role, with responsibilities including (but not limited to):
- Answering the telephone and routing calls accordingly, fielding basic and sometimes technical client queries
- New business processing and application submission
- Liaising with both clients and product providers for new business quotations
- Obtaining client valuations and preparation of information ahead of client reviews
- Maintaining client database
- Scanning & filing
- Adhering to compliance procedures and regulations
- Managing own workload whilst keeping team goals in mind
- Monitoring and reporting of key business figures
- Day-to-day office management including ordering stationery, meeting and greeting visitors, managing correspondence and diary management
- Arranging and participating in meetings, conferences, and team activities
Person Specification
- Previous office support/administration experience essential
- Previous regulatory or financial industry experience
- Excellent organisation and planning skills, flexible and adaptable to cope with changing environment and work loads
- Good, professional communication skills
- A competent PC user, including Word, Excel and Email
- A good team player, comfortable working within a smaller team and managing your own workload