Junior Administrator

Junior Administrator

The Client

Our client is a well-established independently owned Financial Adviser firm with an excellent reputation for delivering a highly personal and professional service to their clients. Specialising in pensions, investments, inheritance tax planning and mortgages, they pride themselves on building long-term relationships and offering a warm, supportive and client-focused environment.

This is an excellent opportunity for someone looking to build a long-term career within financial services and administration while working closely with experienced Financial Advisors in a friendly and collaborative office.

The Role

The Junior Administrator will support the Advisors with the day-to-day running of the office and assist with a wide range of administrative and client support duties. This is a varied role suited to someone who enjoys organisation, working with people and being part of a small, busy team.

Typical duties will include:

• Managing incoming and outgoing post

• Scanning, filing and organising client documentation

• Taking audio dictation and preparing typed documents and correspondence

• Answering incoming telephone calls and assisting clients professionally and warmly

• Supporting Advisors with administration relating to pensions, investments, inheritance tax planning and mortgages

• Assisting with mortgage quotations and documentation preparation

• Preparing client review packs, valuations and supporting documentation

• Updating and maintaining accurate client records and files

• Scheduling appointments and assisting with diary coordination

• Providing general office and administrative support across the business

• Supporting a professional and welcoming office environment for clients and visitors

Criteria

• Previous administration experience is desirable but not essential

• Strong typing and organisational skills

• Confident communication skills, both written and verbal

• Friendly, approachable and professional manner with clients and colleagues

• Comfortable handling telephone calls and client interaction

• Good attention to detail and ability to manage multiple tasks

• Strong IT skills and willingness to learn new systems

• A positive attitude and willingness to support the wider team

Package

• Competitive salary dependent on experience

• Full time permanent position

• Monday to Friday, 9am 5pm

• One hour lunch break daily

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