Office Administrator

An exciting opportunity has arisen for an Office Administrator / PAwith 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000. As an Office Administrator / PA, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems. This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning. You Will Be Responsible For: ? Scheduling appointments and managing diaries for advisers and clients. ? Handling email correspondence and maintaining client records. ? Managing databases, including CRM systems such as Salesforce. ? Transcribing dictation and updating client records. ? Preparing reports and financial documentation. ? Assisting with client applications, fund switches, and investment submissions. ? Monitoring and chasing outstanding documentation. ? Maintaining accurate timesheets and recording time spent on tasks. What We Are Looking For: ? Previously worked as a Office Administrator, Financial Administrator, Finance Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role. ? Ideally have 2 years of experience in financial services. ? Hold A level or equivalent qualification. ? Strong communication and typing skills. ? Skilled in Microsoft Office, including Word, Excel, and Outlook. What's On Offer: ? Competitive salary ? Pension scheme ? Private healthcare ? Death in service benefit Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact