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Form of workThis is an exciting new opportunity to join a well-established wealth management firm. The position will be part-time IFA Administrator and personal assistant to the Director of the business. If you have a keen eye for detail, are comfortable dealing with clients via telephone and have experience supporting IFAs get in touch!
Responsibilities:
- Obtaining relevant documents and research, processing new business, including annual reports and new business reports.
- Contact clients and providers where necessary to chase or obtain information.
- Produce all the relevant paperwork for clients and to prepare for meetings.
- Maintain the client review diary system and organise client review meetings. You must have the ability to work on your own, manage your own workload and be able to work on your own initiative to resolve queries.
- Attention to detail and accuracy is expected and a desire to further yourself in financial services.
Experience:
- Some experience in the Financial Services sector is desirable.
- If you do not hold CII qualifications, an apprenticeship or in house training and subsidised learning package can be offered to help further your career.
Benefits:
- Private Health Insurance
- Pension
- Free onsite parking
- Training package
- Working hours are 9am to 3pm Monday - Wednesday - Friday. Hours and days can be flexible for the right candidate.
- Salary £12 - £15 per hour depending on experience.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Client support, Wealth administrator, Finance Administrator, Adviser support
