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Administrative Assistant

Job Type: Part-time

Location: Dereham (Outskirts)

Salary: £27,000-£29,000 (pro-rated)

We are seeking a dedicated Administrative Assistant to join our family-run business located on the outskirts of Dereham. This part-time position requires working from the office, where you’ll play a vital role in supporting our Financial Advisors.

The ideal candidate will be IT literate, well-organised, confident, and a proactive self-starter with a strong desire to collaborate and support others. While experience in the financial industry is beneficial, it is not essential. Please note that you must be comfortable around dogs, as we have some lovely furry companions in the office!

Administrative Assistant Responsibilities:

* Support Financial Advisors with their workloads, including using lender portals to obtain mortgage approvals

* Prepare new client packs, request customer documents to support applications and cases and client meetings

* Follow up with clients, assisting them in preparing a complete set of documents

* Carrying out research required to ensure full support towards the advice being given for probate, will writing, Trusts, LPA’s, Mortgages and Protection

* Serve as the first point of contact for admin tasks

* Conduct review checks on each case before submission and liaise with clients for any missing or additional information

* Submit new applications on behalf of clients and advisers.

* Perform general administrative duties such as filing, photocopying, scanning, and posting documentation

* Provide regular updates to clients, ensuring all important information is communicated clearly

* Input data into CRM and Excel spreadsheets

* Participate in regular training, team meetings, and celebrate successes while addressing areas for improvement.

Administrative Assistant Required Skills & Qualifications:

* IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel).

* Previous administrative experience

* Strong organisational and communication skills

* Ability to prioritise workload and multitask effectively

* Attention to detail and confidence in using the telephone

* Problem-solving abilities with a proactive attitude

* Adaptability to changed in systems and processes

* A genuine desire to help others.

Benefits:

* Flexible working arrangements

* Supportive team environment

* Company pension scheme

* Company events.

If you’re looking for a rewarding part-time opportunity and want to be a part of a friendly team, we would love to hear from you! Please submit your application and we will be in touch