Meyer Scott Ref: VR/08517
Salary: £20,000 (more depending on individual)
Location: St. Ives
Local business in St Ives Town Centre who provide financial services requires Junior Administrator to work at our growing Financial Planning Practice.
The Junior Administrator will be working with our existing Admin Team, supporting 6 of our 8 Financial Advisers.
This is a very exciting opportunity to start a career in the Financial Planning industry. We have access to a fantastic Academy, that supports staff to take their Level 4 Diploma in Financial Planning, should the candidate be interested to further their career following successfully fulfilling their duties as the Junior Administrator.
The candidate does not need prior experience in the role, however, must be excellent on Microsoft Office including Word, Excel, and Teams. They must also be extremely organised, have brilliant communication skills and a quick learner.
The role is Office based, from the hours of 9-5 Monday to Thursday and 9-4 on a Friday.
It is an excellent opportunity to get your foot in the door of a very exciting industry.
Main Duties and Tasks which will expand before the Applicant begins:
- Monthly Report Letters
- LOA Process
- Typing up meeting notes
- Phone call chasers with Providers
- Annual Review Admin
- One off Projects
- Change of Address' for clients
- Reception Cover
- Booking of Client Meetings
Hours: Monday - Thursday 9am - 5pm, Friday 9am - 4pm