Administration Assistant

Kamro Ltd; City Of London; On-site; GBP 28,000; Full time

Job summary

A leading Independent Financial Advisory firm in London seeks a Full-Time Office Administrator to join their dedicated team. This role demands a proactive, detail-oriented individual who excels in a dynamic, client-focused setting. Key responsibilities include liaising with clients, process financial information, and provide administrative support. The ideal candidate will have strong numeracy, communication skills, and proficiency in Microsoft Office. The salary is £28,000 per annum with a company pension scheme and a supportive team culture.

Benefits

Company pension scheme

Supportive team culture

Professional working environment

Qualifications

• Strong sense of integrity and discretion.
• Practical common-sense approach and a positive attitude.
• Previous administrative experience in a fast-paced environment.

Responsibilities

• Liaise with third parties to verify and collate client data.
• Summarise and process financial information accurately.
• Provide administrative support to the wider team.

Skills

Attention to detail

Numeracy

Written communication

Microsoft Office proficiency

Collaboration

Education

Minimum A-Level or equivalent

Job description

We are pleased to be partnering with a well-established Independent Financial Advisory firm to recruit a Full-Time Office Administrator to join their dedicated and professional team.

This position presents an excellent opportunity for a proactive and detail-oriented administrator who thrives in a dynamic client-focused environment. The successful candidate will play a pivotal role in supporting the firm’s partners and advisers ensuring the efficient operation of the office and the continued delivery of an exceptional level of service to clients.

Applicants should ensure they are able to commute reliably to the company’s premises as this is a fully office-based role.

Key Responsibilities

• Liaise with third parties to obtain verify and collate client data.
• Summarise and process financial information accurately and efficiently.
• Communicate professionally clients advisers and internal stakeholders.
• Provide administrative support to the wider team in delivering a high standard of client service.
• Contribute to ad hoc administrative and operational projects as required.
• Maintain a high level of accuracy organisation and professionalism in all administrative tasks.

Person Specification

• The successful candidate will demonstrate :
• A strong sense of integrity and discretion.
• Excellent attention to detail.
• Strong numeracy and written communication skills.
• A practical common-sense approach and a positive can-do attitude.
• The ability to work collaboratively within a close-knit and professional team.
• Proficiency in Microsoft Office applications and general IT systems.
• Previous experience in an administrative role within a fast-paced environment.

Desirable

• Previous experience within the financial services sector particularly within an Independent Financial Advisory (IFA) or similar professional services setting.
• Office management experience or involvement in overseeing office operations would be advantageous.
• Qualifications and Requirements :
• Minimum A-Level (or equivalent) education required.
• Prior administrative experience essential.
• Financial services experience desirable.

Salary and Benefits

28000 per annum

Company pension scheme

Supportive team culture and a professional well-structured working environment

Employment Type

Full Time

Experience

years

Vacancy

1