The Company:
Our client is a well-established Financial Advisory Consultancy with three distinct brands under its umbrella. They are seeking a proactive and organised Office Administrator to provide essential administrative support to the Managing Director and wider team. This is a fantastic opportunity to join a busy, professional environment where no two days are the same and where you'll play a key role in keeping operations running smoothly.
The Role:
Reporting directly to the Managing Director, you will be responsible for ensuring the efficient day-to-day running of the office and providing high-quality administrative support across multiple business areas.
Key responsibilities include:
Managing diaries and scheduling meetings (using Calendly and other tools)
Handling correspondence, filing, scanning, and post duties
Preparing meeting notes and organising online meetings
Liaising with clients and maintaining a professional, polite phone manner
Drafting and sending written communications when required
Managing internal systems and supporting documentation across four business entities
Assisting with general office coordination and ensuring tasks are completed accurately and on time
You:
The ideal candidate will have:
2-3 years' experience in an office administration role within the financial sector
Excellent organisational and multitasking skills with strong attention to detail
Must have worked on Xplan before or something similar
Confident communication skills, both written and verbal
A professional and friendly phone manner
The ability to work well in a fast-paced environment
A proactive attitude and willingness to support a small but dynamic team
Comfort working on-site and engaging directly with the team and clients
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