Office Administrator

☞ Finlink

View: 102

Update day: 30-04-2024

Location: Solihull West Midlands

Category: Administrative / Clerical / Assistant

Industry: Outsourcing Offshoring Consulting

Position: Entry level

Job type: Full-time

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Job content

An excellent opportunity to join a Financial Planning company as an Office Administrator in Solihull.

This company are an independent financial advisory firm which is directly authorised and has been running for 50 years. They are a small, close-knit team looking for the next addition. The firm looks out for its employees by using nice offices with facilities such as a free fitness suite, subsidised restaurant and free parking.

The Role
  • Administrator and advisor support role - attend client meetings, prepare documents and investment valuations
  • Provide general administration including new business tracking and dealing with client enquiries
  • Looking for someone to shadow the office manager with the intention of taking over the role in several years
  • Systems used are IO and Cash Flow Calculator
Required Skills And Qualifications
  • Looking for someone with at least a year of experience working in financial services
  • No qualifications required
Benefits
  • Pension scheme
  • Free fitness suite
  • Subsidised restaurant on site
  • Free parking
  • Annual performance related bonus
If you are interested, apply now!
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Deadline: 14-06-2024

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