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Financial Wellbeing Assistant Role - BASINGSTOKE & HYBRID

Financial Wellbeing Assistant Role - BASINGSTOKE & HYBRID

Posted 24 March by Reed Insurance
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I am supporting a wonderful Pensions Business Recruiting a Financial Wellbeing Assistant candidate who will work with the Company's Consultants and others in the business team linked to the Administration ,to support the delivery of the company's Financial Wellbeing Services to their clients. The role is based in the Basingstoke area and an excellent opportunity in developing. 

As a Financial Wellbeing Assistant, you will be responsible for the following:

  • Undertaking administrative tasks ensuring the rest of the team have adequate support to carry out their work in doing the admin for the clients in supporting the Administrators and Consultants
  • Providing support to the Financial Wellbeing consultants in delivering projects that will include organising online and in person appointments
  • Working with the company online systems
  • Creating standard documents and materials linked to the company
  • Maintaining and organising online filing systems
  • Liaising with teams across the business to give support 
Skill and Experience

Previous experience is not essential for this role, but to be successful with your application, you would ideally have:-

  • 1 year experience required in an administrative environment preferably with some Pensions or Financial Services Administrator skills. 
  • Excellent organisational skills, attention to detail and ability to work independently.
  • Experience of using Microsoft Office, including Word, and Excel.
  • Excellent written and verbal communication skills linked to the business.
  • The ability to operate as a ‘self-starter’ and with minimal supervision whilst communicating clearly to the Central Financial team.
  • A high level of integrity, be self-motivated, honest and diligent, with a strong attention to detail for this great role
What they will offer you

They will actively support you as you build your career – and reward you for doing so. At every level of seniority, they offer the following:-

  • A competitive remuneration package, including bonus and profit-sharing payments.
  • Private health insurance, life insurance and income protection insurance.
  • 25 days annual leave as standard, increasing with length of service, an extra day at Christmas, plus bank holidays and the option to purchase additional holidays.
  • A non-contributory pension.
  • Full training and study support. (For the right candidate, an apprenticeship may be offered to support with training and development.)

They have hybrid working in place for colleagues who prefer home-working for part of the week. There is office based also in Basingstoke. 

This is a wonderful great opportunity if you are a skilled administrator in pensions or financial services and can step into this great permanent role. Please note that they can only accept candidates who have a permanent right to work in the UK. 

Reference: 52363104

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