Admin Assistant - Financial Services

  • Location
    Exeter, Devon
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
    Permanent
  • External Reference
    JN-012020-112702
  • Salary
    21000 £ - 24000 £ / Year

Financial services opportunity with progression . . . . . . .


Are you looking for an administrative based role that, for the right person can offer a career path and the potential for support towards study.


Alternatively, if you are simply looking for an interesting admin supporting role, with a professional and friendly working environment then this could also be the opportunity for you……


Main Duties


Provide Administrative support to the firm's advisers.



  • Ensure that client files and records, are up to date, while identifying any anomalies found in the information files.

  • Make appointments and assist in preparations for meetings, while maintaining an accurate diary system.

  • Produce illustrations, process applications and administer business within agreed timescales.

  • Assist in general office duties


Experience



  • Having a sound knowledge of Microsoft Office (Word and Excel)

  • You must be a proficient typist

  • Ideally Financial Services experience would be preferable, but isn't essential

  • Prior experience with Intelligent Office, Financial Express (Analytics) and other software packages


In return you will be working for a small, independent business, with a friendly working ethos.


Working hours 9am - 5pm Monday to Friday, with one-hour lunch.


Free on-site parking


City Centre location


Opportunity to study into a Paraplanner role and, ultimately, to becoming a Financial Adviser


If you would like further information, please call for an informal chat on 01392 426200, alternatively, please email charlotte.lawes@office-angels.com




Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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To speak to a recruitment expert please contact Julie Cairns