Administrator - Leicester, United Kingdom - H S P Financial Planning Ltd

Description

HSP Financial Planning Ltd is a firm of Independent Financial Advisers based in Whetstone, Leicestershire.

Established in 1977 we have built up a reputation for providing trusted professional advice given by approachable and dedicated advisers, supported by an experienced administration team.

Responsibilities:

• Perform various administrative tasks, including data entry, filing, and record keeping
• Answer and direct phone calls with professionalism and courtesy
• Manage calendars and schedule appointments
• Coordinate meetings and prepare meeting materials
• Prepare and distribute correspondence, memos, and reports
• Provide general clerical support to staff members

Experience:

• Previous experience in an administrative role preferred
• Strong clerical skills, including typing and data entry
• Proficient in computerised systems and software, including Microsoft Office Suite (Word, Excel, PowerPoint)
• Excellent organisational skills with the ability to prioritise tasks and meet deadlines
• Familiarity with Intelligent office or other financial planning software is a plus
• Professional phone etiquette and strong communication skills

We offer competitive compensation and benefits packages. This is a full-time position with regular office hours. If you are a detail-oriented individual with strong administrative skills, we encourage you to apply. Please submit your resume along with a cover letter highlighting your relevant experience.


Salary:
£19,500.00-£20,500.00 per year


Benefits:

• Company pension
• Free parking
• Onsite parking
• Private medical insurance

Schedule:

• Holidays
• Monday to Friday

Supplemental pay types:

• Bonus scheme

Education:

• GCSE or equivalent (preferred)

Experience:

• Customer service: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Language:

• English (required)

Licence/Certification:

• Driving Licence (preferred)

Ability to Commute:

• Leicester, LE8 6ZG (required)

Work Location:
In person

Application deadline: 01/03/2024