About First Actuarial

First Actuarial has been around since 2004, when a small group of like-minded actuaries came together to bring fresh thinking to pensions consultancy. Two decades later, we’re heading for 20% revenue growth this year, employing around 500 people across six locations.

We’re still an independent business with no chargeable hours targets, giving our people the time to deliver their best work and excel. We shape our high-quality services by listening closely to our clients’ needs. And we price those services fairly.

As we develop our business, prospects for our people grow. Our Basingstoke, Leeds, London, Manchester, Peterborough and Tonbridge offices provide supportive work environments where everyone can make a difference. We enjoy work and celebrate our successes. And we provide support and helpful feedback, so we all learn and improve.

We love numbers, but we love people more. Staff wellbeing and work-life balance have always been core values. Beyond the firm, we’re known for our integrity. We’re happy to challenge conventional thinking and speak up. Our pioneering work is set to transform the lives of millions of younger people with a new type of pension.

The role

As a Financial Wellbeing Assistant, you will join our small Financial Wellbeing team, working with our consultants and others in the business to support the delivery of our Financial Wellbeing services.

This role will be based in our Basingstoke Office working closely with two Financial Wellbeing consultants based in Basingstoke, but supporting team members in all offices.

You will have a proactive manner of working and have excellent attention to detail.

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. This will include:
  • managing our consultants’ busy diaries
  • ensuring that client projects are adequately resourced
  • Organising internal and external appointments
  • Preparing follow-up notes from meetings
• Providing support to our Financial Wellbeing consultants in delivering client projects that will include:
  • Onsite visits
  • Online appointments
  • Email correspondence
  • Preparation of documents, including presentations and other written materials
• Working with our online systems
• Creating standard documents
• Maintaining an organised and secure online filing structure
• Following our internal processes
• Liaising with other teams across the business.
• Helping to create animated videos (no prior experience is required)

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 in an administrative environment
• Excellent organisational skills, attention to detail and ability to work independently with minimal supervision.
• Experience of using Microsoft Office, including Word, Powerpoint and Excel.
• Excellent written and verbal communication skills.
• The ability to operate as a ‘self-starter’ and with minimal supervision whilst communicating clearly to the rest of the Financial Wellbeing team.
• A high level of integrity, be self-motivated, honest and diligent, with a strong attention to detail.
• A willingness to learn, to try out new ideas and use our bespoke online systems.

What we offer you

We’ll actively support you as you build your career – and reward you for doing so. At every level of seniority, we offer:

• 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.

We have hybrid working in place for colleagues who prefer homeworking for part of the week. We’re also flexible on working day arrangements and will happily accommodate a range of personal commitments from day one.

Our straightforward, interview-based approach to recruitment ensures equal opportunities for all applicants.

Please note that we can only accept applications from candidates who have a right to work in the UK.

Apply now with covering letter and CV