A professional and dynamic Independent Financial Advice practice are looking to welcome a part time administrator into their reputable and growing business.
The role itself is initially available for 20 hours per week, however there is an option of full time hours available for the right candidate.
Benefits include flexible working times, industry discounts, and full training is provided.
A pro-active attitude, along with a strong work ethic are key attributes of being successful in this role, and previous experience in the financial services sector is preferred, although not essential.
Responsibilities:
- Diary Management
- Liaising with paraplanner
- New case management
- Client information input for new clients and annual reviews
- Chasing up providers
- 6 month contact to clients
- Preparation and printing of reports for new business and annual reviews
Starting salary of £8,500 per annum for part time, negotiable after 3 month probation period.
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