Office Administrator – Salary £23,000 to £28,000 – Flexible Hours Possible - Crawley, Sussex
Focus Investment is looking for a capable and organised Office Administrator with experience in financial services to provide both clerical and administrative support to ensure the smooth running of the firm. You will be working as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience. In order to succeed in this role, you will have experience in financial services and office administration.
You will ensure that the firm’s clients are treated with professionalism and fairness at all times, complying with our Compliance, Training & Competence, Complaints and Data Security policies and procedures. This is an exciting opportunity to develop your career with a rapidly growing company.
The key responsibilities of an Office Administrator include, but are not limited to:
Focus Investment Planning was set up in 2005. Based near Copthorne in Sussex, we have a team of experienced consultants giving advice throughout the Home Counties. We provide independent advice on investments, retirement planning for both corporate and individual clients, protection, inheritance tax planning and savings as well as long-term care and equity release.
Our business is built on solid foundations. Drawing on our experience and knowledge we pride ourselves on providing ongoing professional advice to new and existing customers. Being independent means that we can offer advice from the whole range of products available. Our advisers are fully qualified, and some of us hold required qualifications for advising on pension or tax matters.
The key skills and qualities of an Office Administrator:
To be considered for the role, you will have minimum of 12 months Administration experience within Financial Services and have gained knowledge and experience of using investment platforms for processing business and servicing clients.
Experience of using Intelliflo business management software, Fact Finds and Risk profiles, along with holding some CII qualifications would be highly advantageous.
If you are keen on joining this exciting, forward thinking company and taking the next step in your career, then please click the apply now button to find out more.