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Office Junior

United Kingdom, London Employment contract 25000.00 - 27000.00 GBP / Year · Job Posted September 15, 2025
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Job Description

Office Junior opportunity in the finance industry providing administrative support and ensuring smooth day-to-day operations

Job Responsibility

  • Processing & Monitoring of New Business using CURO event lists
  • Creating Client Review Packs as trained by the Administration Manager
  • Ensure CURO is updated with all relevant information
  • Entering New Business onto CURO and provider platforms as instructed by Paraplanners
  • Contact clients from your client group to book in for reviews, in line with the client review process
  • General Client Administration
  • Answering phones/Covering Reception
  • Post Meeting Letters as requested by Paraplanners
  • Ensure continual compliance with Health and Safety issues
  • Ensure continual compliance in line with GDPR regulations

Requirements

  • Team Work: Actively promotes cooperation and commitment within a team to achieve goals
  • Embracing Change: Responds positively to change and embraces new practises and values to solve problems
  • Developing Self: Highly proactive, and demonstrates an ongoing commitment to learning and self-improvement
  • Communicating Effectively: Highly personable with the ability to professionally welcome clients
  • Planning and Organising: Effectively manages time, priorities, and resources to achieve goals
  • Client Care: Ensures the highest level of client satisfaction through exceptional products and services

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