Office Administrator, Office Angels

Office Angels

Location:
United Kingdom, London

Category:
Office Administration

Contract Type:
Employment contract

Salary:

27000.00 - 30000.00 GBP / Year

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Job Description:

Office Administrator role in a leading financial planning firm, ensuring smooth operation of the administration team and helping achieve organisational goals and objectives effectively

Job Responsibility:

Process and monitor new business using CURO event lists
Create client review packs as trained by the Administration Manager
Maintain and update CURO with all relevant information
Enter new business onto CURO and provider platforms as directed by Paraplanners
Contact clients to schedule reviews in accordance with the client review process
Provide general client administration support
Answer phones and cover reception duties
draught and send post-meeting letters as requested by Paraplanners
Ensure compliance with health and safety regulations and GDPR standards

Requirements:

Previous experience in a regulated environment
Understanding of relevant regulations and legislation
Highly organised with excellent communication skills
Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)
Exceptional attention to detail and the ability to manage time effectively
Calm under pressure, able to handle conflicting demands efficiently
Open-minded with a creative approach to problem-solving
A positive attitude that contributes to a vibrant team atmosphere
Quality Focus: Deliver high-quality work with minimal supervision
Team Work: Foster cooperation and commitment within the team
Embracing Change: Respond positively to new practises and adapt as needed
Developing Self: Commit to personal and professional growth
Communicating Effectively: Convey ideas clearly and listen actively
Planning and organising: Manage your time and resources to meet goals
Client Care: Deliver a first-class experience to clients through our services

What we offer:

Convenient Location: Just an 8-minute walk from City Thameslink train station
Collaborative Team Environment: Work closely with a supportive team under the guidance of the Head of Administration
Career Development: Engage in ongoing learning opportunities to enhance your skills and grow your career

Additional Information:

Job Posted:
September 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Office Administrator