Part Time Administration Assistant
2 months ago
This is a lovely role for an administrator looking for a flexible role and who is highly organised, friendly and has amazing attention to detail. The role could be 4 or 5 days per week and could work around school hours (5 hours per day). Essentially the role is to be an assistant to a financial planner who has appointments - ability to work alone is essential. The FA is lovely
The role:
Providing a welcoming and professional environment to visiting clients.
Diary Management of Financial planner.
Administrative support to financial planner - to include preparation of
meeting packs.
Management of post, to include scanning.
Posting of documentation to clients and taking ownership of process.
To deliver a personalised and high quality service.
To familiarise yourself with each clients circumstances, objectives and
timescales in order to provide a personalised service.
Be a point of contact for client queries.
Deal with client and provider correspondence.
Assist the Advisers with all aspects of a good customer experience and
identify any improvements that can be made.
To follow Company and FCA procedures at all times.
Attend training and to develop relevant knowledge, techniques and skills.
Aware of and complying with the rules of the FCA and set procedures of the
business to achieve compliance.
Undertake other such administration duties on a day-to-day basis as
requested.
Behaviours:
Communication - the ability to adapt communication styles to meet the different
audiences
Organisation - being able to multi task to meet all needs
Reliability - able to work independently
Customer Service - offering the highest possible standard of service at all times
Attention to detail - ability to input data in a timely and correct way.
Person Specification:
Excellent written and oral communication skills
Ability to work alone
Initiative - if work load is low, ability to find things to do or begin development
training
Meticulous attention to detail.
**Job Types**: Part-time, Permanent
**Salary**: £26,000.00-£27,000.00 per year
Expected hours: 20 - 25 per week
**Benefits**:
- Flexitime
Schedule:
- Flexitime
- Monday to Friday
Work Location: In person
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