Administrator

We are a vibrant and growing financial planning practice looking for an enthusiastic, organised, and professional individual to join our administration team.

This is an excellent opportunity for someone who enjoys working in a busy office environment, takes pride in producing accurate work, and thrives on supporting both colleagues and clients.

Key Responsibilities
- Carrying out a variety of general office and administrative duties.
- Providing direct support to Directors and Financial Planners.
- Preparing and assisting with client reports and documentation.
- Managing correspondence, filing, and maintaining accurate records.
- Communicating professionally and confidently with clients and members of the public.
- Assisting with the smooth day-to-day running of the office.
- Supporting the team in meeting important deadlines and client commitments.

Essential Skills and Attributes
- Exceptional attention to detail and a meticulous approach to work.
- Strong organisational and time-management skills.
- Excellent verbal and written communication skills.
- Ability to problem-solve and work effectively under pressure.
- Professional, friendly, and approachable manner.
- Ability to work independently and as part of a team.
- Competent IT and administrative skills.

Training and Development

Full annual training will be provided in:
- GDPR (General Data Protection Regulation)
- AML/CFT (Anti-Money Laundering and Countering the Financing of Terrorism)

Working Hours

We offer flexible working hours to accommodate school schedules and family commitments. Both part-time and full-time positions are available.

What We Offer
- A supportive and friendly team environment.
- Flexible working arrangements.
- Ongoing professional training and development.
- The opportunity to develop your skills within a respected financial planning practice.

If you are organised, detail-oriented, and enjoy working in a fast-paced professional environment, we would love to hear from you.

Salary & benefits

TBA

Hours

Flexible