Experienced Administrator

Experienced Administrator, Financial Services, 21 hr p/wk, Aztec West, up to £24k FTE* (DoE)

This Bristol based financial planning business is looking for a reliable and experienced administrator to support the partner in the day to day administration of the practice. This could include providing support with the client administration, marketing, and varied office administration.

If you're a strong all round administrator, who is able to work in a small business environment, turn their hand to a variety of tasks, and has worked in a professional environment (financial services preferred, although open to other professional sectors), we'd love to hear from you.

The Role

Administration to support the Partner.

Processing the required client and supplier paperwork in a timely manner.
Providing excellent customer service and keeping the client informed at each step of the process.
Support the Partner by producing reports extracted from specific systems.
Develop and follow systems, processes and procedures.
Assist the Partner with basic finances and co‐ordinate with accountants as directed.
Support the Partner in monitoring compliance, regulatory and legislative requirements.
Writing letters as well as creating reports and charts

Other administrative tasks

Help with the maintenance of website, LinkedIn profile, & marketing activity.
Assist with client mailings, provide support for client events, and ongoing client feedback questionnaires.
Manage office stationary and equipment.
Make travel bookings and travel arrangements.

The Candidate

At least 2 years’ experience working in a similar role (financial services experience desirable, but experience gained in other professional sectors will be considered).
Experience of working in a small business environment.
Able to maintain a positive ‘can do’ attitude & open to change/new ideas, adaptable.
Ability to work autonomously, to multitask, plan and prioritise work.
Comfortable with face to face & telephone client interaction.
Analytical with precise attention to detail and excellent written work is a must.
Broad experience of Microsoft Office (Outlook,Word, PowerPoint, Excel).
Comfortable with using other systems – such as CRMs.
Experience in setting up and maintaining systems, processes and procedures.
Minimum of GCSE (equivalent) English Language and Maths.

Terms

21 hours per week. Ideally these will be worked on the following days: Mon 10-4pm & Tue/Wed/Thur 10am-3pm (some flexibility may be possible for the right candidate).
Salary between £20,000 FTE* to £24,000 FTE* (actual salary on 21 hours will be £12,000 to £14,400) dependent on experience.

Location

This role is office based, at the offices in Aztec West with free parking.

*Full time equivalent – actual salary will depend on final hours agreed.

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