Administrative Assistant (Client Support)

About the role

We are a small independent financial advisory firm seeking an enthusiastic Administrative Assistant to provide front‑line support to our clients. The role is office‑based in Cheam and offers a chance to develop a career within a friendly, close‑knit team.

Key responsibilities

• Answer client phone calls and emails promptly and professionally.
• Respond to client queries, ensuring timely and accurate information.
• Maintain and update client records with a high level of accuracy.
• Perform data entry and assist in preparing routine reports.
• Support a range of general administrative tasks as required.

Required profile

• Previous experience in a client‑facing or administrative role.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and the ability to learn new systems quickly.
• Willingness to work collaboratively within a small office team.
• Experience in financial services is advantageous but not essential.

Required skills

• Microsoft Office

What we offer

• Competitive salary and benefits package.
• Opportunities for genuine career development and long‑term progression.
• Full training provided.
• Part‑time hours can be considered.