About Company
Holcombe Financial is a distinguished independent financial advisory firm based in the heart of Bury, Manchester. For over a decade, we have been dedicated to providing bespoke financial planning and wealth management solutions to individuals, families, and businesses across Greater Manchester and beyond. Our philosophy is rooted in building long-term relationships based on trust, transparency, and a deep understanding of our clients’ unique financial aspirations. We pride ourselves on our client-centric approach, fostering a supportive and professional environment where our team can thrive and deliver exceptional service. Join a team where your contributions are valued, and you play a crucial role in our continued success.
Job Description
Holcombe Financial is seeking a highly organised, proactive, and detail-oriented Administrative Assistant to join our thriving team in Bury for a temporary engagement. This vital role is perfect for someone looking to gain valuable experience in a professional financial services environment, providing essential support to our financial advisors and operations team. As an Administrative Assistant, you will be the backbone of our office, ensuring that daily operations run smoothly and efficiently. Your contributions will directly impact our ability to deliver outstanding service to our clients, making a tangible difference in a fast-paced yet incredibly rewarding setting. You will be instrumental in maintaining the seamless flow of information and processes that underpin our client relationships and internal functions. This role is an exciting opportunity to contribute directly to the efficiency and success of a well-respected financial firm.
This temporary position offers a fantastic opportunity to immerse yourself in the world of financial planning, developing your administrative skills and understanding of a regulated industry. You’ll be involved in a diverse range of tasks, from expertly managing incoming correspondence and meticulously scheduling appointments to diligently preparing client documents and ensuring our office supplies are always well-stocked. We are looking for an individual who is eager to learn, takes initiative, and possesses excellent communication skills, both written and verbal. Beyond the technical aspects, we value a positive attitude, a keen eye for detail, and a commitment to maintaining confidentiality. While the role is temporary, there is genuine potential for extension based on business needs and your performance, offering a pathway to continued professional development. You will be joining a friendly and collaborative team that values teamwork, mutual support, and a shared commitment to client excellence. Your energy, efficiency, and dedication will be greatly appreciated as you help us uphold our high standards. If you are a self-starter with a positive attitude, a strong work ethic, and a desire to make an immediate impact, we encourage you to apply and become a part of the Holcombe Financial family. This role is an excellent stepping stone for anyone looking to build a career in administrative support within a dynamic professional setting, providing you with invaluable real-world experience, a deeper understanding of financial operations, and robust professional references for your future endeavors.
Key Responsibilities
- Manage and direct incoming calls, emails, and postal correspondence in a professional and timely manner.
- Schedule and coordinate meetings, appointments, and travel arrangements for financial advisors.
- Prepare, edit, and format client-facing documents, presentations, and reports with precision.
- Maintain organised physical and digital filing systems, ensuring confidentiality and easy retrieval of information.
- Assist with office supply inventory management, ordering, and general office upkeep to ensure a comfortable and productive environment.
- Support the wider team with various administrative tasks, contributing to overall operational efficiency.
- Handle data entry and update client records accurately within our CRM system.
Required Skills
- Proven experience in an administrative or office support role (minimum 12 months).
- Exceptional organisational and time management skills with the ability to prioritise tasks effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Excellent written and verbal communication skills.
- Strong attention to detail and accuracy.
- Ability to work independently and as part of a team in a fast-paced environment.
Preferred Qualifications
- Previous experience within the financial services or a regulated industry.
- Familiarity with CRM software (e.g., Salesforce, Microsoft Dynamics).
- A relevant administrative qualification or certification.
Perks & Benefits
- Opportunity to gain valuable experience in the financial services sector.
- Supportive and collaborative team environment.
- Central Bury location with excellent transport links.
- Competitive hourly rate.
- Potential for contract extension based on performance and business needs.
How to Apply
Interested candidates are invited to apply by clicking the link below. Please ensure your CV highlights your relevant administrative experience and availability for a temporary role.