P/T Financial Services Administrator

This is a fantastic opportunity for an individual seeking a part-time Admin / Client support role within the financial services sector.

The role will involve:

• Dealing with clients over the phone and via email
• Meet and greet visitors to the office
• Sending out correspondence and documents
• Preparing quotations and processing application forms
• Calculating fees, sending out invoices
• Diary management and arranging meetings
• Carry out market research
• MS Excel to update spreadsheets
• Ensuring client records are up to date

Experience:

Previous experience within financial services / FCA environment essential

A good understanding of wealth management products / services ideal

A high level of accuracy and attention to detail

Confident IT user namely Word and Excel

Excellent communication skills both verbal and written

A good level of numeracy and literacy

Hours of Work:

This will be a part-time role working 3 days per week (21 hours).

Workdays are flexible and there will be the option for hybrid working after successful completion of probation period.

Candidates will need to live in the local area - (Due to location, access to own transport is ideal)

On-site free car parking space available.