Part-Time Financial Services Assistant
4 weeks ago
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:
- Maintain accurate and up-to-date records of all client communications and interactions.
- Retrieval and provision of new and historic information about individual clients as required.
- 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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