Office Administrator

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Candidate Source
Admin, Secretarial & PA
£25,000 Per Annum
Job Type
Permanent/Full Time
Date Posted
7th December 2017

Job Description

A company of Chartered Independent Financial Advisers that offers professional, detailed, holistic advice to a wide range of clients and specialise in wealth management services for high net worth individuals and corporate services to company directors and their staff is seeking an Office Administrator based in Colchester, Essex to join its expanding team. The Administrator / Paraplanner will receive many benefits after probationary period including £50k death in service cover / Pension scheme option over and above auto-enrolment. If an employee contributes 3% the company will match with 3%. After 4 years of service, if 4% is contributed then the company will pay 4%. Same for year 5. 22 days holidays + bank holidays / CII exams encouraged – 3 days paid study leave per module, reimbursement of 1 day holiday (exam day) and cost of the basic reading manual + exam fee if successful.

As the Office Administrator your duties will including:

• Collating and managing information and facts for client meetings.
• Processing applications and servicing matters, communicating with providers, clients and professional parties such as accountants and solicitors.
• Processing post sale requirements, working to and ensuring deadlines are met for both individual and corporate clients.
• General office duties include data entry, telephone/reception duties, handling post, shopping, stationery, photocopying, filing, scanning, research, and letter writing. Maintaining reception area.
• Computer based duties include using a networked Iress Adviser Office recording and reporting system, Microsoft word, excel and Outlook. Use of Internet including numerous provider sites.
• Assisting in ensuring that all client files and company records are compliant in line with FCA regulations.
• Continually conducting oneself within the 6 core principles of the FCA’s TCF and CII’s Code of Ethics.

To be a successful Office Administrator you will have the following skills and experience:

• To continue private study to obtain the CII level 4 Diploma in Financial Planning in a reasonable timescale.
• To pass internal training and test in Data protection, Complaints, Anti-bribary and Money laundering.
• At least 4 GCSEs including English and Maths at grade C & above (or equivalent).
• IFA support experience, including the use of a system such as Iress Adviser Office or Intelliflo.
• High level of written and oral communication skills.

In return, the Administrator will receive a salary of up to £25,000 per annum depending on experience.


The first stage of the application process is to apply online.

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