Office Administrator

Elvet Recruitment; Carlisle; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established wealth management firm in the UK is seeking an Office Administrator to support daily operations. The role involves organizing schedules, managing client data, and ensuring excellent client interaction. Ideal candidates will have previous administrative experience, be knowledgeable in Microsoft products, and have the ability to multitask effectively. This permanent position offers 34 hours a week with a competitive salary of £13.11 per hour. Join a dynamic team focused on delivering quality service and maintaining strong client relationships.

Qualifications

• Previous experience in an Office Administrative support role.
• Good working knowledge of Microsoft packages.
• Comfortable with learning/using electronic (client) data systems.

Responsibilities

• Organise and schedule meetings and appointments on behalf of Partners.
• Ensure the end-to-end business processes are adhered to and tracked efficiently.
• Maintain a good working relationship with colleagues, clients and third parties.

Skills

Experience in Office Administrative support

Knowledge of Microsoft packages

Client interaction skills

Ability to manage multiple tasks

Comfortable using electronic data systems

Job description

Elvet Recruitment are working with a well-established wealth management firm that is looking to add an Office Administrator to their office in Cumbria.

Established in the 1990s, this firm has grown significantly and provides tailored financial advice and long-term planning solutions to individuals, families, and businesses across the North East. The firm offers support across a wide range of areas, including retirement planning, investment management, inheritance tax strategies, corporate financial planning, and intergenerational wealth transfer. With a focus on building lasting relationships, their advisers take a personalised, one-to-one approach—helping clients shape financial strategies that align with their goals, values, and changing life circumstances. Services are backed by a broader network of financial expertise, offering access to carefully selected products and solutions.

What You'll Be Doing

• Practice Management
• Organise and schedule meetings and appointments on behalf of Partners.
• Distribution of post upon receipt and ensure outgoing post is prepared in time for the daily collections.
• Ordering of stationery and literature.
• General reception duties (where required) to provide a professional and consistent welcome to all visitors and callers.
• Business Processing
• Ensure the end-to-end business processes are adhered to and tracked efficiently.
• Input, update and maintain client data using appropriate IT systems.
• Process all online applications using an external IT system.
• Process new business applications as required.
• Maintain accurate records of archiving and filing.
• Reprioritise workload to ensure that all urgent work is actioned in a timely manner.
• Team responsibilities
• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards.
• Maintain a good working relationship with colleagues, clients and third parties.
• Provide cover for other team members upon request as per business need.
• Support company events throughout the year (where appropriate).
• Be involved and contribute to team meetings.

What We're Looking For

• Previous experience in an Office Administrative support role
• Good working knowledge of Microsoft packages
• Comfortable with learning/using electronic (client) data systems
• Ability to multi-task and work to deadlines, ensuring quality is never compromised.
• Excellent face-to-face and telephone client interaction skills and ability to quickly build rapport.
• Ability to build strong relationships with others by delivering on promises and by dealing with queries effectively and courteously.
• Ensure confidentiality is maintained at all times.
• A willingness to work as a team member

Role Details

• Hours: Monday to Friday
• Salary: £13.11ph
• Type: 34 hours per week / Permanent

Please contact Heather Sweetman at Elvet Recruitment for a confidential discussion and further information.