A new opportunity for a Part-time Administrator to join an IFA Practice
Working hours will be approximately 26 per week, Monday to Thursday. Responsibilities Carrying out administrative tasks, such as compiling letters, emails and reports Organising client appointments Office stationery and stock management Collation, maintenance and organisation of information and documents, in support of the financial adviser team Utilisation of sales/advice submission system, including data gathering and input Research/interrogation of IT systems, and via telephone, with financial services providers to collect client or product information Using online investment platform to create documentation and facilitate basic investment management actions Business marketing to clients and non-clients Essential skills Excellent verbal and written communication skills (including report writing) Exceptionally strong attention to detail Highly organised and able to properly prioritise work Good technology skills, particularly in the use of Microsoft packages such as Excel/Word/Outlook Salary: £12.50 - £14.80 per hour
Benefits: Company pension On-site parking Sick pay Death-in-service
#J-18808-Ljbffr
Working hours will be approximately 26 per week, Monday to Thursday. Responsibilities Carrying out administrative tasks, such as compiling letters, emails and reports Organising client appointments Office stationery and stock management Collation, maintenance and organisation of information and documents, in support of the financial adviser team Utilisation of sales/advice submission system, including data gathering and input Research/interrogation of IT systems, and via telephone, with financial services providers to collect client or product information Using online investment platform to create documentation and facilitate basic investment management actions Business marketing to clients and non-clients Essential skills Excellent verbal and written communication skills (including report writing) Exceptionally strong attention to detail Highly organised and able to properly prioritise work Good technology skills, particularly in the use of Microsoft packages such as Excel/Word/Outlook Salary: £12.50 - £14.80 per hour
Benefits: Company pension On-site parking Sick pay Death-in-service
#J-18808-Ljbffr
