Part-Time Financial Services Assistant

4 weeks ago


Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Role: Financial Planning Administrator

We are seeking a highly motivated and organized individual to fill the role of Financial Planning Administrator on a part-time basis. As a member of our team, you will be responsible for maintaining accurate records, communicating with clients and colleagues, and supporting the creation of financial reports.

Key Tasks:
  1. Maintain accurate and up-to-date records of all client communications and interactions.
  2. Retrieval and provision of new and historic information about individual clients as required.
  3. Close collaboration with financial advisers to obtain necessary information for creating financial reports.


Requirements:
  • A minimum of 1-2 years' experience in an administrative role within the finance industry.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.


Benefits:
  • A competitive salary of £25k - £30k per annum (pro-rata for part-time).
  • Ongoing training and development opportunities.
  • A supportive and collaborative team environment.


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