Part-Time Client Administrator - Aevum Wealth Management

Aevum Wealth Management is a successful and growing financial planning practice based in Clifton, Bristol. We are looking for a highly organised, proactive and personable Administrator to join our friendly team and help deliver an outstanding service to our clients.

This is an ideal opportunity for someone seeking a flexible, part\-time role during daytime hours. We are happy to discuss the exact working pattern, although we anticipate around 20 hours per week, typically between 9:30am and 2:30pm across four or five days.

There may also be opportunities for hybrid working in the future following a successful probation period.

The Role

You will play a key role in supporting advisers and ensuring clients receive a first\-class experience.

Your responsibilities will include:

• Preparing and processing client documentation


• Uploading and completing paperwork for annual reviews


• Chasing clients and providers for information and documentation


• Liaising with insurance companies, investment providers and clients


• Managing client enquiries by telephone and email


• Arranging appointments and managing adviser diaries


• Sending correspondence by email and post


• Maintaining accurate client records


• Ordering office supplies and general office administration


• Assisting with LinkedIn, Facebook and Instagram updates


• Supporting client engagement activities, including birthday cards and client communications

About You

We are looking for someone who is:

• Friendly, professional and confident when dealing with clients


• Highly organised with excellent attention to detail


• Proactive and able to use their initiative


• Comfortable working independently


• Technically confident and quick to learn new systems


• Reliable, trustworthy and enthusiastic

Skills \& Experience

• Good working knowledge of Microsoft Outlook, Word and Excel


• Strong administrative and organisational skills


• Excellent written and verbal communication


• Confidence using technology and online systems


• Social media experience would be an advantage


• Financial services experience is helpful but not essential

What We Offer

• £15\.00 per hour


• Flexible daytime working hours


• Friendly, supportive small\-team environment


• Modern Clifton office location


• Opportunity to develop valuable financial services experience


• Potential future hybrid working arrangement

If you enjoy organisation, client contact and being an important part of a professional team, we’d love to hear from you.

Pay: £15\.00 per hour

Benefits:

• Flexitime

Work Location: Hybrid remote in Bristol BS8 2SY

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