Part-time Administrator

Our client based in Olney is looking for a part time Administrator, to support their small team of Wealth Management Financial Advisors,

The hours can be flexible when worked (15-20hrs)

Daily Tasks - (full training will be given)

• Writing Financial Planning Reports that our Advisers present to clients
• Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
• Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries
• Arranging for plans to be submitted to provider companies
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
• Preparation of client review packs
• Illustration requests
• Keep up to date with financial products and legislation
• Comply with all company and industry guidelines, rules and regulation.

Essential skills -

• Good Administration skills
• Previous experience of working within a regulated environment
• Previous experience of working compliantly
• Confident with all IT packages Word, Excel
• Discretion and Confidentiality