Job Description
About us
We are a busy family-run company who help customers locally and across the UK with Protection Advice (personal and business insurance) and Wills & Estates Planning.
We have a laid-back vibe in the office. We work as a team, we are always very busy and we work really hard but we also don't take ourselves too seriously and we like to have fun. Our staff members are really important to us and you won’t be treated as just a number.
We are looking for a new team member to work as an Administrative Assistant with us at our office based near the Lighthouse in Poole. We need some administrative help on the protection side of our business, to include pipeline management, liasing with clients and providers, application processing, etc.
We are looking for someone full-time for 37.5 hours per week, however, for the right person, we can be flexible. Our usual office hours are 9.30-5.30pm however, this can be flexible for the right person following training.
You’ll work in the office alongside our Operations Manager, Ellie (and her dog, Tammie who comes to the office most days).
The role will initially be office-based. There is the potential to do some work from home hours in the future but this would be after full training.
The salary offered for this role is £23,000-£25,000 based on experience.
Please note, previous experience in a similar role is essential.
Main responsibilities:
- Booking appointments for clients to meet with our Managing Director and Advisers via Zoom or in person
- Processing applications online and helping to progress them (pipeline management)
- Speaking to clients, GP surgeries and providers
- Help with post-sales administration which includes data entry, document preparation and creating folders to send to clients
- Helping with ah-hoc administration tasks, odd tasks such as going to the post office, scanning and filing occasionally, greeting clients etc
- If you have an interest in social media please let us know (not essential)
Experience and skills needed:
- We need someone with initiative who can come in and get on with tasks, micromanaging is not our style and we need someone who is proactive and can keep themselves busy
- Experience in an administrative role is a must
- Experience in a similar role such as protection or mortgage administration is a bonus but not essential as initial and ongoing training will be provided
- Experience as a PA/assistant is beneficial but again, not essential
- Must be able to use spreadsheets and basic software such as Microsoft Word and Outlook
- Excellent written and oral English required as you will be contacting our clients in a professional manner via email and telephone
- Please include a cover letter with your application, we will not consider applications without one
Benefits include:
20 days holiday plus bank holidays.
Free onsite parking.
Flexibility.
Job Types: Full-time, Permanent
Salary: £23,000.00-£25,000.00 per year
Benefits:
Schedule:
- Flexitime
- Monday to Friday
- No weekends
Work Location: In person