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Office Administrator - Financial Services

Job Title: Office Administrator - Financial Services
Contract Type: Permanent
Location: Yateley
Salary: 25000
REF: Off Admin FS
Contact Name: Martin
Contact Email:
Job Published: over 3 years ago

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