We are seeking a highly organised and detail-oriented professional to join our team in an administrative capacity.

As part of our close-knit team, you will provide support to Financial Advisers, generating valuations, processing income and investments, managing diaries, arranging client meetings, and handling various general administrative tasks.
About the Role

This role requires an individual who can work both independently and as part of a team, with strong numeracy skills, excellent English spelling and grammar, high attention to detail, exceptional organisational skills, and proficiency in IT, particularly Windows 10, MS Outlook, MS Word, MS Excel, and IO.
Key Responsibilities:
• Assist a team of Financial Advisers with administrative tasks.

• Manage diaries, schedule meetings, and set up client appointments.

• Generate valuations, process income, investments, and transfers.

• Maintain and update client records using Intelligent Office (IO).

• Prepare client reports and information packs.

• Provide general administrative support, including filing, printing, and responding to client queries.

Experience and Qualifications

Applicants should have at least 3-5 years of administration experience within an IFA or wealth management environment.

A solid understanding of the financial and/or wealth management industry is also essential.

Proven experience working in a busy team environment, with the ability to work independently when required, is vital.
Skills and Requirements

The ideal candidate will possess the following skills:
• Strong numeracy skills with the ability to process figures accurately.

• Excellent English spelling and grammar.

• High attention to detail and accuracy in all tasks.

• Exceptional organisational skills.

• Proficiency in IT, particularly Windows 10, MS Outlook, MS Word, MS Excel, and IO.

Benefits

This role offers the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package.