Part Time Administrator

4 days ago


Westerham, United Kingdom St Julien Financial Planning Full time

**St Julien Financial Planning - Part
- Time Administrator Vacancy**

**Personal Specification**
- Must be proactive
- Must be flexible and adaptable
- Exceptional attention to detail is paramount
- Excellent communication skills
- Excellent written English, numerate and analytical
- Strong organisational skills
- Ability to use own initiative and excellent multi-tasking skills
- Sorting & distributing incoming and outgoing post
- Issuing letter of authorities (LOAs) to providers
- Chasing financial institutions to provide requested information
- Liaising with Administration centers and Paraplanners
- Drafting and proof-reading documents, including client correspondence, presentations, illustrations.
- Creating and updating client records and our databases with financial and personal data
- Learning or have knowledge of Salesforce the company CRM system - _full training will be provided_
- Working with the Partner and other office staff in all aspect of office & diary management
- Handling calls in a professional manner, answering clients’ queries, passing on detailed telephone messages in a timely manner
- Preparing client files for review meetings
- Manage the compliance requirements of the business - ensure new business and client files are fully compliant
- Maintaining accurate computer records
- Other adhoc duties

Full training will be given and there is an opportunity to progress within the SJP Accreditation Framework. This role will be suited to an ambitious individual.

**Pay/hours**
- Part time role - 10 hours per week (and ad-hoc hours if necessary)
- Temporary to permanent contract
- Office based at 2/3 days a week with an opportunity for hybrid working

**Job Types**: Part-time, Temp to perm
Contract length: 6 months
Part-time hours: 10 per week

**Salary**: From £11.00 per hour

**Benefits**:

- Free parking
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Westerham: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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