Administrative Assistant (3-Month Temporary Contract – Potential to Become Permanent)
| Posting date: | 27 February 2026 |
|---|---|
| Salary: | £25,000 per year |
| Hours: | Full time |
| Closing date: | 13 March 2026 |
| Location: | IG5 0LU |
| Remote working: | On-site only |
| Company: | Clearview Financial Management Ltd |
| Job type: | Temporary |
| Job reference: |
Summary
We are a small, independent financial advice firm based in Ilford and are seeking a motivated and organised Administrative Assistant to join our team on a 3-month temporary contract. There is the potential for this role to become permanent for the right candidate.
This is an excellent opportunity for someone with strong administrative skills, a solid work ethic, and a willingness to learn. You will provide essential support to three financial advisers, helping to ensure the smooth day-to-day running of the office.
Key Responsibilities:
• Answering incoming calls and responding to emails professionally and efficiently
• Assisting with the preparation of annual client reviews
• Ensuring client files are completed in line with compliance standards
• Liaising with providers and clients regarding new and existing business
• Updating internal processes, documentation, and records
• Accurate data entry and general administrative support
• Supporting the preparation of simple reports
• Monitoring the progressof new business applications
Skills & Experience Required:
• Previous administrative experience
• Highly organised with excellent attention to detail
• Comfortable working at pace and meeting deadlines
• Motivated, reliable, and able to maintain focus
• Strong organisational, numeracy, and communication skills
• Confident and proficient in Microsoft Word, Excel, and Outlook
Full training will be provided on all internal systems and software.
If you are proactive, detail-oriented, and looking for an opportunity within a professional financial services environment, we would be pleased to hear from you.
This is an excellent opportunity for someone with strong administrative skills, a solid work ethic, and a willingness to learn. You will provide essential support to three financial advisers, helping to ensure the smooth day-to-day running of the office.
Key Responsibilities:
• Answering incoming calls and responding to emails professionally and efficiently
• Assisting with the preparation of annual client reviews
• Ensuring client files are completed in line with compliance standards
• Liaising with providers and clients regarding new and existing business
• Updating internal processes, documentation, and records
• Accurate data entry and general administrative support
• Supporting the preparation of simple reports
• Monitoring the progressof new business applications
Skills & Experience Required:
• Previous administrative experience
• Highly organised with excellent attention to detail
• Comfortable working at pace and meeting deadlines
• Motivated, reliable, and able to maintain focus
• Strong organisational, numeracy, and communication skills
• Confident and proficient in Microsoft Word, Excel, and Outlook
Full training will be provided on all internal systems and software.
If you are proactive, detail-oriented, and looking for an opportunity within a professional financial services environment, we would be pleased to hear from you.