To provide administrative and reception support in all aspects of the day-to-day running of the business and ensure smooth delivery of excellent client service and client communication.
Experience & Competencies
- Experience with Microsoft Word, Excel and electronic diary management (Outlook)
- Relevant experience working within a financial planning environment
- Experience of working as an administrator/receptionist
- Knowledge of AO (client data management system)
- Advanced knowledge of Microsoft Excel and Word
- Knowledge of Financial Services Products
- Interest in obtaining industry relevant qualifications
- Business processing
- Client Servicing
- General Administration
Depends on experience
How to apply
If you think you’d be a good fit for our Administrator role please send your CV to email@example.com along with a cover note to explain why you believe you would be a great addition to our team.