Part Time Financial Services Administrator

Company description

Friendly and Growing Independent Financial Advisor based in Knaresborough is seeking a cheerful, self\-motivated and well organised administrator. Roll will be of particular interest to returnees looking for flexible employment following a career break.

It may also be of interest to experienced retirees looking to re enter the world of work on a flexible part time basis.

We will also consider less experience individuals looking to commence a career in financial services, but please bear in mind the role is part time 16 hours per week.

Job description

• Working closely with the owner and with existing Practice Manager


• Preparing client packs to a professional standard.


• Contacting clients to arrange annual review meetings


• Maintain accurate client records and updating internal systems.


• Liase with clients, providers and professional contacts by email and telephone.


• Gather client information from online providers and platforms.


• Helping to ensure that client reviews are completed accurately and on time.


• Carry out general office and administration duties as required.

• Flexible working hours with no fixed daily start or finish times.


• Approximately 16 hours per week, worked around your other commitments.


• Friendly and supportive working environment.


• Opportunity to build a career within financial services.


• Professional training and qualification support.


• Competitive hourly rate, with higher pay available for candidates bringing significant relevant experience.

Essential:

• Excellent organisational skills and attention to detail.


• Strong communication and interpersonal skills.


• Good IT skills, including Microsoft Office applications.


• Ability to work independently and manage your workload.


• Professional, reliable and client\-focused approach.

• Previous experience in financial services administration.


• Experience working in a professional office environment.


• Familiarity with pensions, investments or financial planning processes.


• Experience of diary management and client relationship management systems.

We are committed to supporting the successful candidate’s professional development.

For candidates who are new to financial services, we will fund the Financial Services Administration Award, a nationally recognised qualification that provides an excellent foundation for a career in the industry.

There will also be opportunities to develop additional skills and responsibilities over time.

Other Requirements.

The job is based in a residential setting in Knaresborough. The owner has a dog. The role would be of particular interest to those candidates who are comfortable being around dogs.

Job Type: Part\-time

Pay: £13\.75 per hour

Benefits:

• Casual dress


• Company pension


• Flexitime

• Self\-sufficient\- the ability to work alone for a period of time.

• A\-Level or equivalent (preferred)

• Office Admin: 1 year (preferred)

This listing is from indeed. View original listing ↗