Financial Services Administrator

Cyv 1825 Limited T/A That Recruit
£17000.00 - £20000.00 Per Year
25 Sep 2017
03 Nov 2017
Contract Type
Full Time
We have an opportunity in Southsea for a positive and motivated individual to join our dedicated team. We offer independent financial planning and investment advice, and work diligently to ensure that all our clients have the peace of mind that their financial affairs are in order. A yoga studio which is Portsmouth's first hot yoga studio aims to help students on their journey to finding a deeper self awareness, feeling calm, energised, stronger and flexible, or simply to get fit. The right person for this role will have a can-do attitude, will be flexible around changing business needs and will be eager to learn new skills. Full Time (37.5 hrs) Mon - Fri 9:00 - 17:30 Benefits: * Beautiful modern office * Fun working environment * A training pathway into the financial services industry * A chance to be part of a growing business * Pension scheme * Free yoga Required Skills/Experience: * Tenacity and a desire to learn new skills * Good verbal and written communication skills * Experience using MS Office * Experience working with WordPress * Minimum 1 year office administration experience * Valid driving license Preferred Skills/Experience: * Planning and organising events * Work within a regulated environment * Use of a CRM solution Administration Responsibilities (80% of role): * Answering telephone, qualifying/routing calls, taking messages * Answering door and greeting customers * Sorting of post in and out of the business * Document scanning/filing * Diary management/arranging appointments Marketing Responsibilities (20% of role): * Creating business opportunities via professional/nonprofessional contacts utilising digital and traditional marketing campaigns * Planning and organising events and seminars * Updating website/blog and social media content Apply stating your current salary, experience and please write a 250-word statement about what you are most passionate about (this can be about anything, not necessarily work). Your application will not be considered if you do not include this.
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