We are a firm of Independent Financial Advisers based in Warwick and provide individuals and businesses with a bespoke service, tailoring financial solutions to their needs and objectives.
We have 6 Financial Advisers and 10 support staff, who are a mixture of administrators and paraplanners. We are looking for someone to join our company in an administrative role.
The main purpose of the role would be to provide administrative support to the business. The role will report to the Operations Manager.
General duties include, but are not limited to:
Dealing with incoming and outgoing post
Scanning correspondence to back office system
Photocopying, scanning, shredding and binding correspondence
Meet and greet clients – prepare refreshments
Keep office & meeting rooms tidy
Fill and empty dishwasher each day
Answer telephones and direct calls in a professional manner
Make outgoing calls to clients, Providers and 3rd party suppliers
Monitor stationary and place order(s) when required
Monitor office supplies (tea, coffee and cleaning products) and place an order when required
General admin duties – monitoring of email inbox, updating and monitoring of company client database
Required skills and experience:
Good written and verbal communication skills
A personable approach
Good IT skills and knowledge of Microsoft Office Programs
Experience of working in a client-facing role
Ability to plan and organize time effectively & multi-task
Ability to prioritize workload and tasks
Ability to work to deadlines
Be able to work independently and as part of a team
Willingness to learn and demonstrate personal development
Previous experience in a similar role would be an advantage, but not essential as full training will be provided
We offer a friendly environment with a competitive salary and 23 days holiday (pro rata) plus statutory bank holidays.
Working hours:
Ideally 25 hours 9:30 - 3:30pm Monday-Friday. There is some flexibility around the hours, but will need presence in the office, Monday to Friday. Position available immediately. Previous applicants need not apply. Company Pension Scheme. At the end of the probationary period, can elect to join a private medical and Paycare scheme. A salary range has been provided; the agreed salary will be based upon experience. The role is available on a part-time basis (between 20-25 hours a week) or full-time (35 hours a week). THE SALARY QUOTED IS BASED ON A 35 HOUR WEEK. For a part-time role, the salary will be pro-rata to the hours agreed. Job Types:
Full-time, Part-time Pay:
£22,000.00-£25,000.00 per year Expected hours:
25 per week Benefits: Company pension Free parking On-site parking Private medical insurance Schedule: Monday to Friday Work Location:
In person
#J-18808-Ljbffr
Ideally 25 hours 9:30 - 3:30pm Monday-Friday. There is some flexibility around the hours, but will need presence in the office, Monday to Friday. Position available immediately. Previous applicants need not apply. Company Pension Scheme. At the end of the probationary period, can elect to join a private medical and Paycare scheme. A salary range has been provided; the agreed salary will be based upon experience. The role is available on a part-time basis (between 20-25 hours a week) or full-time (35 hours a week). THE SALARY QUOTED IS BASED ON A 35 HOUR WEEK. For a part-time role, the salary will be pro-rata to the hours agreed. Job Types:
Full-time, Part-time Pay:
£22,000.00-£25,000.00 per year Expected hours:
25 per week Benefits: Company pension Free parking On-site parking Private medical insurance Schedule: Monday to Friday Work Location:
In person
#J-18808-Ljbffr
