Office Coordinator / Administrator

Are you looking for a challenging role that allows you to take ownership of your workload?

Are you a team player who can multitask and help us coordinate and develop our office support?

We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.

Opportunity

We are a growing, independently owned, fee-based firm providing financial planning and investment advice. Joining our close-knit team provides varied responsibilities and the chance to take ownership to be a valuable team member. We will help you develop technical and soft skills to enable your success and achieve your own goals.

About the Role

Our varied role is to provide administrative support in all aspects of the day-to-day running of the business.

Answering, screening and forwarding incoming calls

Creating and maintaining accurate client records on back-office systems

Meeting and greeting clients and other business visitors

Opening, scanning, logging and allocating incoming post and deliveries

Managing outgoing post

Preparing meeting rooms

Diary management and confirming client meetings

Maintaining and arranging client card/gift lists for milestone birthdays and Christmas

Ordering and maintaining adequate stationery levels

Sending Letters of Authority and chasers as required

Invoicing

Arranging travel if needed

Assisting with general administrative tasks and other duties

Salary & Benefits

Basic salary: £27,000 to £32,000

Auto-enrolment Pension

22 days holiday, plus three days between Christmas and New Year, as well as a day off on your birthday and an additional 2 days taken as a half-day per quarter.

Exam costs and support, if desired.

Essential

Confident with Microsoft Word, Excel and electronic diary management

Disciplined, organised, efficient and have strong attention to detail

Articulate with excellent interpersonal skills, both written and verbal

Able to work within defined business processes

Ability to achieve agreed outcomes without supervision

Prioritise and plan your own workload

Ability to multi‐task and prioritise effectively

Ability to work independently and in a team

Unrestricted rights to work in the UK

Desirable

Experience of working within financial services industry would be an advantage but not essential.

Additional Information

Based in Beaconsfield, Buckinghamshire, we have a lovely new office barn, offering a great working environment in the countryside with easy access to the M40 and free parking.

The role is office based.

Core Hours: 9.15 am to 5.15 pm Monday to Thursday, 9.15 am to 4.30 pm Fridays

This role would suit an outgoing team player, conscientious, proactive, with good communication skills, comfortable working as part of a close knit team.

We are happy to consider someone part-time.

About Us

Austyn Smith Associates Ltd is an award-winning independent financial adviser specialising in pension, retirement, and investment advice and believe in being adaptive and proactive to improve the financial well-being of our clients. By managing risk, we aim to preserve wealth, provide stable growth, and create sustainable income.

Our culture means we treat clients like family. All benefit from our latest thinking and initiatives, and we continue to share our success with the community through charitable giving.

We are Winner Financial Planning Firm of the Year 2024, South East, Professional Adviser Awards. We have been placed in the Citywire New Model Adviser Top 100 UK Advice Firms for the last 7 years.

We are a professional, friendly team of people, and we are growing. We require a hard-working, committed individual who shares our values and passion for financial planning.

Please view our website for more information about our company and philosophy.

Keywords:

Administrative Assistant, Office Manager, Office Administrator, Administrative Coordinator, Office Assistant, Office Associate, IFA, IFA Administrator

NO AGENCIES PLEASE

This recruitment campaign is run by Recruitment Rebellion.

Applicants, please do not apply directly to Austyn Smith Associates Ltd, as your application may be missed.

Only shortlisted candidates will be contacted

You are more likely to get a positive response if you follow these tips:

Check that you meet the criteria for the role

Apply with a CV that is clear, concise and correct

Tailor your CV to highlight your experience and relevant achievements to the position

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.