Office Coordinator / Administrator
Are you looking for a challenging role that allows you to take ownership of your workload?
Are you a team player who can multitask and help us coordinate and develop our office support?
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Opportunity
We are a growing, independently owned, fee-based firm providing financial planning and investment advice. Joining our close‑knit team provides varied responsibilities and the chance to take ownership to be a valuable team member. We will help you develop technical and soft skills to enable your success and achieve your own goals.
About the Role
Our varied role is to provide administrative support in all aspects of the day‑to‑day running of the business.
* Answering, screening and forwarding incoming calls
* Creating and maintaining accurate client records on back‑office systems
* Meeting and greeting clients and other business visitors
* Opening, scanning, logging and allocating incoming post and deliveries
* Managing outgoing post
* Preparing meeting rooms
* Diary management and confirming client meetings
* Maintaining and arranging client card/gift lists for milestone birthdays and Christmas
* Ordering and maintaining adequate stationery levels
* Sending Letters of Authority and chasers as required
* Invoicing
* Arranging travel if needed
* Assisting with general administrative tasks and other duties
Salary & Benefits
Basic salary: £27,000 to £32,000
* Auto‑enrolment Pension
* 22 days holiday, plus three days between Christmas and New Year, as well as a day off on your birthday and an additional 2 days taken as a half‑day per quarter.
* Exam costs and support, if desired.
Essential
* Confident with Microsoft Word, Excel and electronic diary management
* Disciplined, organised, efficient and have strong attention to detail
* Articulate with excellent interpersonal skills, both written and verbal
* Able to work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Prioritise and plan your own workload
* Ability to multi‑task and prioritise effectively
* Ability to work independently and in a team
Desirable
Experience of working within financial services industry would be an advantage but not essential.
Additional Information
Based in Beaconsfield, Buckinghamshire, we have a lovely new office barn, offering a great working environment in the countryside with easy access to the M40 and free parking.
The role is office based.
Core Hours: 9.15 am to 5.15 pm Monday to Thursday, 9.15 am to 4.30 pm Fridays
This role would suit an outgoing team player, conscientious, proactive, with good communication skills, comfortable working as part of a close knit team.
We are happy to consider someone part‑time.
About Us
Austyn Smith Associates Ltd is an award‑winning independent financial adviser specialising in pension, retirement, and investment advice and believe in being adaptive and proactive to improve the financial well‑being of our clients. By managing risk, we aim to preserve wealth, provide stable growth, and create sustainable income.
Our culture means we treat clients like family. All benefit from our latest thinking and initiatives, and we continue to share our success with the community through charitable giving.
We are Winner Financial Planning Firm of the Year 2024, South East, Professional Adviser Awards. We have been placed in the Citywire New Model Adviser Top 100 UK Advice Firms for the last 7 years.
We are a professional, friendly team of people, and we are growing. We require a hard‑working, committed individual who shares our values and passion for financial planning.
Please view our website for more information about our company and philosophy.
Keywords
* Administrative Assistant
* Office Manager
* Office Administrator
* Administrative Coordinator
* Office Assistant
* Office Associate
* IFA
* IFA Administrator
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