Part-time Personal/Office Assistant - Diss, Norfolk, United Kingdom - Heat Recruitment

Description

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.

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.

Act as the first point of contact for clients, managing phone calls, emails, and appointments.
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.
Previous experience in a similar administrative role, preferably within a financial services environment.
Proficiency in Microsoft Office suite (Word, Excel, Outlook).
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).
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.
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


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