Executive Support/Financial Services Administrator - New Appointments Group : Job Details

We are seeking a tenacious and resilient Executive Support Administrator to provide high-level PA support to the Operations Director and administration support to the financial advisors. This is a hybrid role within a financial services firm based in Westerham.

If you thrive in a fast-paced environment, are highly organised with strong administrations skills and have experience in working within financial services; this is a fantastic opportunity to develop your career.

Key Responsibilities

• Provide PA support to the Operations Director, managing their diary and client appointments.
• Manage the Partner's inbox, including emails, delegated tasks, and deadlines.
• Deliver administrative support to the financial advisors.
• Manage client queries with effective communication and a professional approach.
• Prepare and maintain client files, ensuring compliance documentation is accurate and complete.
• Process applications with precision and oversee their timely completion with third parties.

Special Requirements

• Strong level of financial administration skills and experience within the financial services sector is essential.
• Knowledge of pensions and financial services.
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Experience with client management systems such as Salesforce is desirable.
• Strong written and verbal communication skills with the ability to interact with high-level clients and building strong relationships.
• Exceptional organisational skills with a keen eye for detail.
• Ability to handle multiple tasks, manage time effectively, and remain calm under pressure.

Benefits

• Salary: £30,000 to £35,000 dependant on experience, with discretionary bonus (up to 12% of basic salary).
• Hours: Monday to Friday, 9:00 AM - 5:00 PM (one hour paid lunch) Hybrid role.
• 22 days holiday, plus additional days for your birthday, Christmas shopping and office closure during Christmas and New Year. Regular company lunches and Christmas lunch.
• Free on-site parking.
• Nest pension scheme.
• Private medical cover starting from day one.
• Regular company lunches, including an annual Christmas lunch.

Please submit your CV (in Word) and email to Mandy:

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