Administration Assistant

• Serve as the first point of contact for clients, assisting with inquiries and requests in a friendly and professional manner
• prepare, organise, and maintain important financial documents to ensure all records are accurate and accessible
• accurately enter data into financial systems and create comprehensive reports to support the team's operational needs
• assist paraplanners with research and analysis to prepare financial plans and reports, including gathering and compiling data on investment products, insurance policies, and other financial instruments
• ensure all documentation and processes comply with regulatory requirements and company policies
• schedule and organise meetings, ensuring all necessary materials and logistics are in place for efficient discussions
• manage filing, handle incoming mail, and oversee office supplies
• provide assistance with various tasks as needed to support the team

• Proven experience in an administrative role within financial services
• experience supporting paraplanning activities
• excellent organisational skills to manage multiple tasks effectively
• strong communication skills, both verbal and written, to interact professionally with clients and colleagues
• proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) to carry out daily tasks efficiently
• keen attention to detail to ensure accuracy in documentation and data entry
• ability to work independently while also being a collaborative team player
• basic understanding of financial products and services

Experience supporting paraplanning activities

• Up to £35k salary depending on experience
• Hybrid working setup
• Flexible working hours