Administrative Officer

Currently due to natural growth an exciting and highly rewarding opportunity has arisen for an Administrative Officer to join the team. Based in our Lutwyche office on a permanent basis, the main focus of the role is to provide quality service and effective support to 2 Financial Advisers. 

Key Responsibilities:

• Managing client reviews 
• Assist preparation of written documents as required.
• Providing high level administrative support to advisers, and the broader wealth team
• First point of contact for client enquiries via phone & email 
• Liaising with product providers and other third parties 
• Data input and organisation of client files
• General office duties 

Benefits and perks

As a family business, we want to help our team members achieve their full potential. This is what we offer in return:

• Great Use of technology – laptops, Fintech, Automation cloud-based systems, remote access to all systems.
• Dynamic working arrangement on offer for the right candidate - hybrid mix of office and remote working.
• The ability to grow with the business from a career perspective. 
• A friendly, open-minded team environment 
• Mentoring and support from a team of experienced financial advisers 
• Commitment to ongoing professional development and training. 
• Regular team building and social events. 
• Opportunity to make a difference in a vibrant work environment focused on team improvement and success.

Our Ideal Candidate Will Have 

• Industry experience not essential and on the job training will be provided 
• Experience using XPlan or other similar CRM software will be an advantage but not essential 
• Excellent organisational, communication and interpersonal skills.
• Demonstrate a proven ability to juggle competing priorities daily
• A positive, can-do attitude with a team orientated approach
• Excellent presentation and a polite, professional manner
• Proven strong attention to detail
• Proven ability to work both in a team and autonomously
• Proficient in written and verbal communication 

If you would like to work with a committed team, that supports ongoing training and personal development, whilst recognising and rewarding good performance please 'Apply' by sending your resume with a clear cover letter demonstrating your ability to meet the above criteria.