Administrator

We are looking for a proactive and organised Office Administrator to join my client within the Financial Services industry. Supporting the Operations Manager and help ensure the smooth running of the business. This varied role involves a mix of financial admin, office management, and client support, with opportunities to grow into wider team and event coordination responsibilities.

Key Responsibilities:

• Support the Operations Manager with day-to-day administrative tasks.
• Manage the monthly invoicing process using Excel, including liaising with advisers and issuing to clients.
• Handle incoming and outgoing post, maintain office supplies, and manage general office upkeep (e.g. tidiness, repairs, landlord liaison).
• Arrange client meetings and provide a warm welcome on the day.
• Organise client birthday gifts and assist with other client experience tasks.
• Answer and manage incoming phone calls and emails.
• Use internal systems to gather client data and adviser charging information.

Additional Duties and Development:

• Prepare Letters of Authority, change of address letters, cover letters, and obtain client valuations.
• Support with event planning (e.g. Summer/Christmas parties, networking get-togethers).
• Maintain the company calendar and help coordinate internal and external meetings.
• Spot opportunities or issues and raise them with the team as appropriate.
• Take on other ad-hoc administrative tasks as needed.

Requirements:

• Comply with FCA conduct rules and all relevant compliance policies (e.g. Consumer Duty, data protection, anti-money laundering).
• Maintain high standards of professionalism and confidentiality.
• Be a team player – helpful, flexible, and willing to support others when needed.
• Financial Services industry experience is desirable 

This role is Office based, Farnham
£24,000 - £29,000

For more details please apply or contact Tegan at Dynamite Recruitment

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