Part-time Financial Services Administrator

7 days ago


Orpington, Greater London, United Kingdom Finlink Ltd Full time
Role Summary:
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We are seeking a skilled and experienced Part-time Financial Services Administrator to join our team in Orpington. This role will provide administrative support to our paraplanning team, ensuring that all tasks are completed efficiently and effectively.

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The ideal candidate will have a strong background in financial services, with at least 3 years of experience and a level 4 qualification in financial advice. They will also need to be able to work independently and as part of a team, with excellent communication skills.

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Responsibilities:

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  • Provide administrative support to the paraplanning team, including data entry, document preparation, and filing.">
  • Assist advisors in the preparation of suitability reports and cash flow modelling for clients.">
  • Develop and maintain strong relationships with clients, identifying opportunities to grow their portfolios and increase revenue.">
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What We Offer:

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  • A competitive salary of up to £40,000 (FTE) depending on experience.">
  • A comprehensive benefits package, including generous holiday entitlement, employer pension contribution, and sick pay.">
  • Ongoing training and development opportunities to help you achieve your career goals.">
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This is an excellent opportunity for a skilled and experienced professional to join our team and contribute to our continued success.



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