Team Secretary/ Administrator (Pensions & Investments)

NJR Recruitment
18000.00 - 22000.00 GBP Annual
22 Jun 2019
20 Jul 2019
Job Type
Contract Type

Team Secretary/ Administrator (Pensions & Investments)
Location: Birmingham
Salary up to GBP18,000- GBP22,000

Our client are an established independent firm of Financial Planners who now have an exciting opportunity for a Team Secretary/ Administrator to join their professional and dynamic practice. This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the buoyant Wealth Management industry.

Our client are offering exam support to those who are keen to progress in to a more technical role down the line.

As a Team Secretary / Administrator, the successful Candidate should have a sound working knowledge of the MS Office Suite, along with the use of Back Office Systems and Provider Platforms. A fast & accurate typing speed is required, as Audio Typing will play an important part of the role!

Daily Responsibilities:

  • Ensure the smooth running of the office including responsibility for office supplies and equipment
  • Ensuring that client meeting notes are recorded, transcribed and delivered to clients in a timely and professional manner.
  • Liaise with suppliers and third parties as required
  • Provide key support to Advisers to ensure they are efficient and effective
  • Produce client mailings
  • Maintain systems with up to date and accurate information
  • Produce and maintain spreadsheets and reports as required
  • Work within the team to ensure all tasks are managed through to conclusion
  • There will be some event and project management required


  • Practical knowledge of Microsoft Office, particularly Outlook, Word and Excel
  • Basic understanding of the financial services industry
  • GCSE - including A grades in Maths and English/A Levels - at least 3 subjects excluding General Studies
  • Attention to detail
  • Ability to work quickly and to meet deadlines
  • Ability to correspond in a coherent fashion
  • Ability to work within a team, but to take responsibility for completing own workload without the need to be constantly supervised.

Our client is looking for someone with a "can-do" attitude, who has the passion and drive to succeed in a fast paced, busy but professional environment.

For more information please contact one of our specialist consultants quoting REF: NJR9235