Administrative Assistant

Are you looking to build a rewarding career in a dynamic and professional environment? Our client, a respected wealth management firm, is seeking a motivated Administrative Assistant to support their financial services team.

Administrative Assistant
Bedford, MK40 3JY – home working options 1-2 days per week depending on rota (after probation)

• Full time, permanent
• £25,000 per annum

Please Note: Applicants must be authorised to work in the UK

Our client is a leading wealth management business known for its professionalism and dedication to client service. They pride themselves on delivering tailored financial solutions to help clients achieve their goals. With a collaborative and supportive team culture, they are committed to staff development and excellence in every aspect of their work.

The Role

This dual-focused role involves providing dedicated administrative support to one of the Wealth Managers while ensuring the smooth day-to-day operation of the office. It’s an excellent opportunity to gain hands-on experience in a professional financial services environment.

Key Responsibilities:

• Provide general administrative support, including filing, scanning, and basic letter writing
• Update and maintain records such as databases, product applications, and client reviews
• Prepare documents, information packs, system reports, and draft letters
• Liaise with policy providers, clients, and IT support
• Print and bind letters/reports as required
• Handle general reception duties, including greeting visitors, answering telephones, and sorting posts

Benefits:

In addition to a competitive salary, you’ll enjoy:

• Pension matched up to 5%
• Work-from-home options (1–2 days per week after probation)
• 25 days of annual leave plus bank holidays and an additional day for your birthday
• On-site parking
• Free tea and coffee
• Opportunities for career development and professional training

The Ideal Candidate

You’re an organised, detail-orientated individual who can take initiative and work efficiently. Your ability to manage time-consuming tasks with care and precision will make you a key contributor to the team’s success. About you:

• Exceptional communication and organisational skills
• Proficient in IT systems, including Microsoft Word, Excel, Outlook, and provider platforms
• Professional appearance and demeanour
• A confidential and discrete approach to handling sensitive information
• Keen attention to detail with high accuracy
• Ability to work independently and collaboratively
• Enthusiastic, self-motivated, and methodical

If you’re ready to advance your career in financial services, this is your chance to join a friendly and professional team. Apply today!

How to apply for the role:

If you have the skills and experience required for this position, click “apply” today and check your inbox for an email providing more information on how to tailor your application and provide a cover letter or any supporting documents.

You must be authorised to work in the UK. No agencies please.

Flat Fee Recruiter is an advertising agency promoting this role on behalf of the employer. You will be contacted directly by the employer and not Flat Fee Recruiter should they wish to move forward with your application. 

Other suitable skills and experience include Administrator, Office Assistant, Client Services Administrator, Finance Assistant, Receptionist, Personal Assistant, Data Entry Clerk, Administrative Coordinator, Customer Service Assistant, Team Secretary.