Financial Services Administrator
2 weeks ago
**Sussex based financial planner seeking a home based Administrator to work alongside himself and paraplanner to look after 20M FUM, and circa 200 clients. Covering all elements of financial services administration.**
You will be an excellent communicator, and have a sound understanding of financial services from working in a similar role. This role could be part time or full time, with flexibility on working hours, a salary is on offer of upto £25,000 per annum, and full support towards the level 4 diploma in financial planning is available.
**Day to day...**
- Main contact for client queries
- Booking in annual reviews
- Chasing LOA's
- Ensuring the back office database is kept fully upto date
- Submitting new business
- Chasing third parties and providers
- General PA duties
**Job Types**: Full-time, Part-time, Permanent
**Salary**: £18,000.00-£25,000.00 per year
Expected hours: 30 - 37.5 per week
**Benefits**:
- Company pension
- Flexitime
- Sick pay
- Work from home
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
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