We are currently partnering with a well-established Independent Financial Advisory firm to recruit a Part-Time Office Administrator to join their dedicated and professional team.
This is an excellent opportunity for a proactive and detail-oriented administrator who thrives in a fast-paced, client-focused environment. The successful candidate will play a key role in supporting the partners and advisers, helping to ensure smooth operations and the continued delivery of high-quality service to clients.
Please note: This is an office-based role with no remote working options. Applicants should ensure they are able to commute reliably to the companys premises before applying.
Key Responsibilities:
* Liaising with third parties to gather and collate client data
* Summarising and processing financial information efficiently and accurately
* Communicating professionally with clients, advisers, and internal colleagues
* Supporting the wider team in delivering a high standard of client service
* Contributing to ad hoc administrative projects as required
* Maintaining a high level of accuracy and organisation in all tasks
Person Specification:
To succeed in this role, you will demonstrate:
* A strong sense of integrity and discretion
* Excellent attention to detail
* Strong numeracy and written communication skills
* A practical, common-sense approach and a positive, can-do attitude
* A good sense of humour and ability to work well within a close-knit team
* Proficiency in Microsoft Office and general IT systems
* Previous experience in an administrative role within a fast-paced environment
Desirable:
* Prior experience within the financial services industry, particularly within an IFA or similar professional services setting
Qualifications & Requirements:
* Minimum A-Level (or equivalent) education essential
* Prior administrative experience essential
* Financial Services experience desirable
Benefits:
* Company pension
* Life insurance
* Store discounts
* Supportive team culture and professional working environment