Junior Administrator

Junior Administrator at Better Financial Planning – Start your Career in Finance

At Better Financial Planning, we’re looking for a motivated Junior Administrator to join our friendly team. This is a fantastic opportunity to gain hands-on experience in the finance sector while working alongside experienced professionals. No prior experience is required – just a positive attitude and a willingness to learn and have an interest in finance and wealth management. We deal with pensions, investments, protection and financial planning.

Our team currently consists of 2 Financial Advisers and 6 other staff members. It is purely office based and you will be part of a small friendly team.

You will have an amazing opportunity to learn various aspects of the financial industry and specialise in a particular field.

You will be working at our office in Bishops Waltham and will be mentored on our in-house processes.

This is a permanent position and immediate start is possible.

The working hours are Monday to Friday 09:00 to 17:00.

Key duties & responsibilities:

• Providing outstanding customer support over the phone and by email to all customers and clients
• Working closely with the Office Manager, Administrators with general day-to-day admin including sorting post, scanning documents, filing, data entry and up to more heavy duty tasks such as assisting with the research, obtaining relevant information etc
• Updating various systems and bespoke Excel spreadsheets
• Diary management
• Representing the business with a positive and professional attitude

Required qualifications, knowledge, experience & skills:

• IT literate with strong knowledge of Word and Excel
• Good Maths and English essential
• Excellent telephone manner and communication skills
• Quick and accurate typing skills
• Excellent time management and organisation skills
• Ability to work both on your own and within a team as required
• Excellent problem-solving abilities

Job Types: Permanent, Full-time

Job Types: Full-time, Permanent

Pay: From £21,000.00 per year

Work Location: In person