We are a dynamic and forward-thinking financial advisory firm based in Diss, Norfolk. We pride ourselves on delivering exceptional financial planning and investment management services to our clients, ensuring their financial goals and aspirations are met with integrity and professionalism.

Position Overview:

We are currently seeking a Part-Time Personal Assistant/Office and IFA Administrator to join our team. This role will involve providing comprehensive administrative support to our team of Independent Financial Advisor (IFA) and assisting with general office management tasks.

Key Responsibilities:

• Act as the first point of contact for clients, managing phone calls, emails, and appointments.
• Provide administrative support to IFA including scheduling meetings, preparing documents, and handling correspondence.
• Assist with client onboarding processes, ensuring all necessary documentation is completed accurately and efficiently.
• Maintain client records and databases in compliance with regulatory requirements.
• Assist with general office tasks such as ordering supplies, filing, and organizing meetings.
• Undertake ad-hoc administrative tasks as required to support the smooth operation of the office.

Requirements:

• Previous experience in a similar administrative role, preferably within a financial services environment.
• Excellent organizational and time management skills with the ability to prioritize tasks effectively.
• Strong attention to detail and accuracy in all work undertaken.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook).
• Professional communication skills, both written and verbal.
• Ability to work independently and collaboratively within a team.
• A proactive and flexible approach to work, with the ability to adapt to changing priorities.
• Knowledge of financial services terminology and regulations (desirable but not essential).

Benefits:

• Salary is £12 to £15 per hour, depending on experience.
• Flexible working hours to accommodate work-life balance.
• Opportunities for professional development and training.
• Pension scheme enrollment.
• Friendly and supportive working environment within a growing company.
• Opportunity to make a meaningful impact on clients' financial well-being.

Working Hours: This is a part-time role, offering 9am to 3pm Monday, Wednesday and Friday. The specific schedule can be discussed with the successful candidate.

Location: The role will be based at our office in Diss, Norfolk.