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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
