Job Description

To apply for this role please visit our careers page on the website below;

www.boolers.co.uk/careers/

Please note that only applications submitted via our careers page will be considered

This is an excellent opportunity to join our growing business and be a crucial member of the Office Support Team. Previous experience within an administration role is essential.

OUR BUSINESS:

Having welcomed clients since 1983, the business has grown organically over the years by putting clients at the core of our proposition. By providing excellent service and outcomes for clients we have achieved significant growth and now look after in excess of 1bn of client assets.

We strive to recruit, develop, and retain individuals who share our vision and values and who want to make a valuable contribution to the continued success of our business. We encourage staff progression which could ultimately include the future opportunity of taking part in equity ownership in the business subject to business need and individual assessment. A key part of the business's succession planning has been developing ambitious employees who wish to take part in the most fundamental of ways i.e., partnership.

Our office is based in Enderby, Leicestershire and we service high net worth clients across the UK. We look to build long term client relationships based on trust, professionalism, and support which is echoed in our staff approach. This year we were delighted to receive for the third time a "Best Financial Advisor to Work for" award by Professional Advisor, following their review of our company policies and anonymous employee feedback.

We are committed to the highest standards of knowledge and skill as demonstrated by our Chartered Status. Our employees are consistently encouraged and supported to challenge themselves and to develop their qualifications.

Our business has grown on a foundation of excellent service, high standards of advice and a commitment to treating both staff and clients with the utmost respect.

OUR VALUES:

People

are at the heart of everything we do, delivering professional

excellence

by developing, sharing and applying our

expertise

. All built on a foundation of

trust

and empowerment to take

ownership

.

ROLE OVERVIEW:

To assist the Office Manager in carrying out their full range of duties, providing general administrative support including the scheduling of client meetings. To audio type dictated client meeting notes to cover holidays and at busy times of the business year, and deal with any client related administrative tasks as required of the business.

KNOWLEDGE, SKILLS AND ABILITIES

Minimum of 2 years' experience in a similar/administration role. 5 GCSE's or equivalent including English Language - Grade C or above Knowledge of IT systems and programmes relevant to role Ability to create and maintain accurate and tidy records of work undertaken Excellent interpersonal skills Excellent communication skills both written and verbal Demonstratable eye for detail and getting tasks right the first time Effective time management skills Ability to consistently meet deadlines

Remuneration and benefits

Salary

- 23,000 - 26,000 per annum (Dependant on qualifications, knowledge, and experience)

Life assurance

- 4 x salary

Pension

- 5% employer contribution, increasing incrementally in recognition of service. Salary sacrifice scheme available

Holiday

- 24 days', increasing incrementally in recognition of continuous service

Health cash plan scheme

- Includes support towards everyday health care costs, access to a discount's portal and Employee Assistance Programme.

Hours -

Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. However, these may vary to meet the needs of the business. This is anticipated to be a full-time role however consideration will be given to part-time applications.

Hybrid working scheme

- Available following completion of initial training and induction

Professional qualifications -

Financial support available for study materials and examinations subject to prior approval.

Employee Wellbeing -

Private Medical Insurance, Health Cash Plan, Wellbeing Guides, Discounts portal, Employee Assistance Programme.

Communication and Recognition

- Regular staff updates and company events.

Free parking

To apply for this role please visit our careers page on the website below;

www.boolers.co.uk/careers/

Please note that only applications submitted via our careers page will be considered

Job Types: Full-time, Permanent

Pay: 23,000.00-26,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Additional leave Company events Company pension Employee discount Free flu jabs Free parking Health & wellbeing programme Life insurance Referral programme Sick pay Work from home
Schedule:

Monday to Friday
Work Location: In person