Knowle jobs in Dorridge

Capelin Financial Management is a highly successful and rapidly growing firm of Chartered Financial Planners and Independent Wealth Advisers. This is an outstanding opportunity to join a small and highly committed team of professionally qualified advisers at this really exciting time in our development.

Our Executive Assistant/Business Operational Support role is varied and interesting. It is critical to our business success and will develop quickly for an enthusiastic professional who has ability. is flexible and a great attitude. It is a fantastic opportunity to work with motivated colleagues and where you will have a real impact to the success of the business.

You will report directly to the business owner and also be a leading member of our client relationship and support team. Your principal responsibility will be to the owner's day to day home management and operational priorities - which are varied.

You will also deliver office operational support in providing a first-class relationship/administrative service for our clients and to your colleagues. You will ensure that our Chartered Financial Planners are well organised, informed, and prepared to perform their client servicing duties effectively, efficiently and on time.

We are looking for someone with PA/EA experience and outstanding client communication skills – written, telephone, and face to face. Someone who also has a genuine interest in financial and investment matters, ideally with some experience in a financial services role. The ability to work with IT accurately with advanced skills in the full Microsoft Office suite and similar Client Management Systems, including a good knowledge of Excel.

You must be a positive individual, high on initiative, enjoy a challenge, with a desire and experience of working in a small business environment where your impact really counts.

We are an established and growing practice, and your proactive input will be integral to our ongoing success. These administrative responsibilities will be varied, for example;

Ø Oversee daily office operations and ensure efficient workflow

Ø Preparing reports and presentations for client reviews

Ø Manage and maintain office supplies, equipment, and inventory

Ø Client correspondence, including mail, emails, and phone calls

Ø Multiple diary management, coordinate and schedule appointments, meetings, and

Ø Prime Front of House meet and greet responsibilities

Ø Maintain a clean and organised office environment

Ø Communicate professionally with clients, team members, and suppliers

Ø Professionally Identify opportunities , develop and integrate new AI processes

Qualifications

ü Ideally previous experience in a professional services office administration role

ü High proficiency in common office business software applications

ü Ability to understand, implement and integrate new business software applications

ü Critical attention to detail with strong administrative skills

ü Exceptional telephone etiquette and communication skills

ü Strong organisational skills with the ability to prioritise tasks

ü Experience in data entry, electronic filing, and record keeping

This is intended to provide a general overview of the position. It is not an exhaustive list of all responsibilities or qualifications associated with the role.

Thank you! Your application to join our friendly team will be most welcome.

Please - email applications only, no calls, no agencies. Thank you for your understanding. This is a full time, permanent position. Salary will depend on your experience and positive impact you will have on our business. We will provide a compelling salary and benefits package for a high calibre candidate who will be a great 'fit' for our team.

The nature of this role necessitates that is 100% based across two offices in B93.

Job Types: Full-time, Permanent

Pay: £30,000.00-£40,000.00 per year

Benefits:

• Company pension
• Financial planning services
• Life insurance
• Private medical insurance

Application question(s):

• Please provide an indication of your salary requirements?
• We anticipate a large response. Please describe what most appeals to you about this vacancy? How does your experience match the role described?
• Do you live within 10 miles/30 minutes reliable commuting time from our office in Knowle, Solihull B93?

Education:

• A-Level or equivalent (required)

Work Location: In person