PART TIME FINANCIAL SERVICES ADMINISTRATOR

Overview
We are seeking a detail\-oriented and proactive Financial Administrator to join our dynamic team. The successful candidate will play a pivotal role in managing financial operations, ensuring accurate reporting, and providing exceptional customer service.

Duties

• manage incoming calls and emails for the Adviser Make appointments for new and existing clients, annual reviews and other meetings as required.


• Providing client support required via phone, email or post.


• Maintaining and organising the Advisers diary


• Set up client files and filing.


• Maintain detailed and accurate records.


• Interpret instructions and issues arising and then implement actions according to administrative policies and procedures.


• Adhere to stated policies and procedures relating to quality management.


• Greet clients who visit the office.


• ·Any other tasks as required as part of a varied role reporting to the Adviser.

Qualifications

• Proven experience in financial services or a similar role is preferred.


• Strong analytical skills with the ability to interpret complex data sets.


• Excellent time management skills to prioritise tasks effectively in a fast\-paced environment.


• Proficient in Microsoft Excel; experience with other IT tools is advantageous.


• Strong organisational skills with attention to detail in report writing and documentation.


• Demonstrated ability to provide outstanding customer service while managing multiple responsibilities.


• Previous experience in an administrative capacity within an office setting is desirable.

If you are passionate about finance and possess the necessary skills to excel as a Financial Administrator, we encourage you to apply for this exciting opportunity.

Job Type: Part\-time

Pay: £25,500\.00\-£28,500\.00 per year

Benefits:

• Company pension


• Life insurance

Experience:

• Microsoft Excel: 1 year (required)


• Organisational skills: 1 year (required)


• Administrative: 1 year (required)

Work Location: In person

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