Overview
We are seeking a skilled Financial Adviser Administrator to join our team. The ideal candidate will be responsible for providing administrative support to a busy financial advice practice, ensuring the smooth operation of the office.
The role is 3 days per week, salary to be pro-rated.
Duties
- Communicate with clients in a personalised and professional manner
- Utilise Microsoft Word and Outlook for documentation and correspondence
- Deliver excellent customer service to clients
- Maintain organisational systems for financial records
- Analyse financial data and reports
- Utilise IT systems effectively for financial task management
- Assist with office administrative duties
Skills
- Strong communication skills
- Proficiency in Microsoft Word and Outlook
- Excellent customer service abilities
- Strong organisational skills
- Ability to analyse financial information
- Familiarity with IT systems in a financial context
- Experience in financial services is advantageous
- Proficient in office administrative tasks
Overview
We are seeking a skilled Financial Adviser Administrator to join our team. The ideal candidate will be responsible for providing administrative support in financial services and ensuring the smooth operation of the office.
Duties
- Communicate with clients and colleagues in a professional manner
- Utilise Microsoft Word and Outlook for documentation and correspondence
- Deliver excellent customer service to clients
- Maintain organisational systems for financial records
- Analyse financial data and reports
- Utilise IT systems effectively for financial tasks
- Assist with office administrative duties
Skills
- Strong communication skills
- Proficiency in Microsoft Word and Outlook
- Excellent customer service abilities
- Strong organisational skills
- Ability to analyse financial information
- Familiarity with IT systems in a financial context
- Experience in financial services is advantageous
- Proficient in office administrative tasks
Job Type: Part-time
Pay: Up to £26,000.00 per year
Benefits:
- Casual dress
- Company pension
- Private medical insurance
Application question(s):
- Are you aware this is a part-time position?
Experience:
- Financial Adviser administration: 1 year (required)
Work Location: In person
