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Experienced Financial Services Administrator

7 months ago

Ellesmere, United Kingdom Sedulous Admin Full time

We are a small outsourced administration company that offers technical admin support to Financial Advisers/Planners and Oursourced Paraplanners. Due to increasing demand, we're hiring a new team member, with indepth industry experience.

The role is part time approx. 15-20 hours per week but there could be more hours if required. This is a home based position and would be ideal for an administrator looking for additional work on a self employed basis. Pay will be dependent on experience.

Duties include but are not limited to:

- Pulling data from plan information in to an Excel summary sheets
- Review prep work - i.e obtaining up to date valuations and transaction histories
- Updating back office systems with client and plan information and other data input work
- Adding portfolios to FE Analytics
- Setting up fund switches/withdrawals/moving money for Advisers to approve

Key skills required
- **Must have experiance working with Financial Advisers/Planners**:

- Organised and able to work to strict deadlines
- Strong admin and IT skills
- Ability to work on own initiative and take control of work tasks
- Excellent attention to detail and accuracy
- Loyal, honest and trustworthy is a must

Desired skills
- Knowledge of IO, Fin Plan, Enable and Cash Flow Software

**Job Type**: Part-time
Part-time hours: 15 per week

**Salary**: £14.00-£16.00 per hour

**Benefits**:

- Casual dress
- Flexitime
- Work from home

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Work Location: In person

Reference ID: Financial Services Administrator