Administrator Part Time - #148211

Administrator

Romsey, Hampshire

Permanent, part time - 24h per week (ideally Monday, Tuesday and Friday)

Salary – Competitive DOE

Integrity, professionalism, and reliability.

Our Client, Voyage Financial Planning, is a modern and proactive Independent Financial Planning business, that helps their client achieve financial goals, objectives, and aspirations. They are offering a professional and highly personalised advice on pensions, mortgages, investments and savings as well as business and personal protection, general insurance, inheritance tax planning and more.

Due to their continuing growth, they are now looking for a professional and highly organised Administrator to join their team in Romsey, Hampshire.

Administrator, The Role

• Letters of Authority- sending out, chasing providers and emailing clients’ weekly updates
• Booking and preparing clients’ annual reviews
• Managing client service needs and expectations to ensure client satisfaction
• Helping to trace individuals’ missing pensions
• Answering and dealing with incoming calls, emails and queries
• Opening, scanning, logging and allocating post
• Ensuring the filing is kept up to date and any complete cases are shredded
• Looking after office and client’s facing stationery
• Updating notes, tasks and email addresses on CRM system
  
  

Administrator, The Person

• A good standard of general education with a background in general administration
• Minimum 1 year of previous office administration experience is a must (financial services environment experience would be beneficial)
• Excellent communication and interpersonal skills
• Willingness to help others, with a positive “can do” attitude
• Ability to manage own workload, prioritising and taking responsibility for completing tasks
• Excellent collaborative and time-management skills
• Basic knowledge of Microsoft 365
  
  

Administrator, The Benefits

• Very competitive salary
• Opportunity to work within a friendly team committed to support and develop their staff
• 25 days of Annual Leave (increasing to a maximum of 30 days with each year of service) plus Bank Holidays and shutdown between Christmas and New Year – pro rata
• 5% Employer Pension Contribution
• Sick Pay (after probation period)
• On-site parking
  
  

Pure Human Resources Limited works in partnership with Voyage Financial Planning in providing Recruitment support. No applications from agencies please.