Employer: Future Wealth Management
Job title: Part-Time Operations Administrator & Yorkshire Building Society Agency Counter Assistant
Pay: £24,000 - £26,000 per annum (Pro-rata)
Reports to: HR & Finance Manager
Direct reports: None
Main location: Synergie House, Newbury, Gillingham, Dorset SP8 4QJ
Hours: Thursday 9:00am – 5:00pm, other hours and days to be agreed.
Contract tenure: Permanent

SPECIAL REQUIREMENTS:

Occasional travel to other locations

KNOWLEDGE AND EXPERIENCE:

· Experience in a customer service position essential
· Some knowledge of financial products and the financial services industry desirable
· Experience in an administration role essential.

SKILLS AND BEHAVIOURS:

· Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
· Excellent written communication skills
· Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
· Good organisation skills
· Attention to detail
· Manages time effectively with the ability to multi-task
· Flexible and reliable
· Keeps calm when faced with conflicting demands and handles these effectively
· Positive attitude and a willingness to work as part of a team
· Works well on own tasks as well as on shared goals as part of a team
· Open to change with a creative approach to problem solving.
This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the Practice are expected to be flexible in undertaking the duties and responsibilities attached to their role and may be asked to perform other duties which reasonably correspond to the general character of their role and their level of responsibility.
Job Types: Permanent, Part-time
Pay: £24,000.00-£26,000.00 per year
Expected hours: 15 – 22.5 per week

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Private medical insurance
• Referral programme
• Sick pay

Ability to commute/relocate:

• Gillingham SP8 4QJ: reliably commute or plan to relocate before starting work (required)

Work Location: In perso

ROLE PURPOSE:

This is a dual role where you will split your time between YBS cashier responsibilities and Operations administration

YORKSHIRE BUILDING SOCIETY AGENCY CASHIER RESPONSIBILITIES:

• Providing outstanding customer service to clients visiting our Yorkshire Building Society agency.
• Carry out start and end of day procedures
• Assisting with savings accounts opening and closing, deposits, withdrawals, and general queries.
• Handling customer enquiries both in-person and over the phone in a friendly and professional manner.
• Supporting colleagues with general agency administration as needed.

FUTURE WEALTH MANAGEMENT OPERATIONS ADMINISTRATOR RESPONSIBILITIES:

· Answer the telephone in a polite and courteous manner and direct enquiries appropriately
· Scan company post on to the back-office system
· Organise company events e.g. adviser/admin meetings
· Work with the operations team to produce monthly spreadsheets
· Act as a point of contact in the office for operations queries and support the day-to-day business operations within the Practice
· Provide administration support to the Partners and Advisers as required
· Support the operations team with premises maintenance, contracts and health and safety
· Ensure office stationery/equipment is of sufficient quality, quantity and up to date
· Be responsible for arranging staff birthday gifts and card ands help with client gifts
· Attend and contribute to regular meetings when required
· Maintain technical competence at an appropriate level to meet the requirements of the role
· Maintain a good working relationship with colleagues, clients and third parties.