Administrative Assistant – Finance Services (Hybrid, Study Path)

Confidential; Devon and Torbay; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

25 days annual leave

8 public holidays

Pension

Income protection

Private health care

Free parking

Hybrid working

Job summary

Confidential is seeking an Administrative Assistant to join our Chartered Financial Planners firm. You will support advisers and the Practice Manager, handling communications with clients and ensuring records are current and accurate.

The role offers a hybrid working pattern once training has been completed, with progression potential toward paraplanning and ultimately to becoming a Financial Adviser. Salary ranges from 25,000 to 30,000 depending on experience.

Qualifications

• Experience in the Financial Services Industry is preferred.
• Evidence of progress in CII Examinations is advantageous.
• Strong administrative experience is required.

Responsibilities

• Provide administrative support to advisers and the Practice Manager.
• Maintain excellent communications with internal and external customers in writing and verbally.
• Have a good working knowledge of Microsoft Word and Excel.
• Keep client files updated (paper and electronic) reflecting correct information.
• Identify and investigate anomalies in information held on file.
• Input data into the Intelligent Office system and prepare client meeting materials.
• Make appointments in advisers' diaries and assist in preparing files for meetings.
• Assist with reception and general office duties as required.

Skills

Administrative experience

Financial services interest

Education

CII examinations progress

Tools

Intelligent Office

Microsoft Office

Job description

Confidential is seeking an Administrative Assistant to join our Chartered Financial Planners firm. You will support advisers and the Practice Manager, handling communications with clients and ensuring records are current and accurate.

The role offers a hybrid working pattern once training has been completed, with progression potential toward paraplanning and ultimately to becoming a Financial Adviser. Salary ranges from 25,000 to 30,000 depending on experience.