Administration Assistant (Financial Planning)

ZipRecruiter; Worcester; On-site; GBP 24,000 - 28,000; Full time

Job summary

A well-established company in Worcester seeks an Administration Assistant to enhance its administrative team within a financial planning environment. The role requires exceptional customer service skills, attention to detail, and the ability to manage day-to-day office tasks effectively. Full-time position offers a salary between £24k and £28k, depending on experience.

Qualifications

• Experience in a financial services environment is ideal but not essential.
• Willingness to learn and interest in the financial industry is crucial.

Responsibilities

• Providing high quality administrative support to a designated portfolio of clients.
• Processing and collating client information.
• Preparing all Client Reviews and processing new business.

Skills

Exceptional customer facing skills

Attention to detail

Strong verbal and written communications skills

Excellent time management skills

Relationship building skills

Team player

Job description

Job Description

Administration Assistant (Financial Planning)

Working for an Award winning and well-established company who offer a high- quality financial advice service to their portfolio of prestigious clients. This additional member of the administration team will play a key role in supporting the day to day administration within the office. Providing an exceptional level of customer facing service, and with exceptional verbal and written communication skills, you will have excellent attention to detail and an interest in working within a Financial Advisors' environment.

Some key duties and responsibilities will include (but not be limited to):

• Providing high quality administrative support to a designated portfolio of clients




• Processing and collating client information




• Ensuring clients are retained by providing a regular and efficient service




• Preparing all Client Reviews and processing new business




• Liaising with all Agency providers




• Inputting accounts and expenses




• Keeping up to date with all new literature and information on procedures




• Any other duties as required

Skills and Experience required:

• Exceptional customer facing skills




• A confidence to deal with High, Net Worth clients




• Exceptional relationship building skills




• Excellent attention to detail and high levels of accuracy




• Strong verbal and written communications skills




• Excellent time management skills




• Fantastic team player

Some experience of working within a financial services environment would be ideal, but not essential. An interest in the industry and willingness to learn is key.

Based in the centre of Worcester, our client is looking for a full -time, office-based person. Hours are Monday-Friday 8.30am - 5.00pm, salary is dependent on level of relevant experience (c£24 - £28k)