Part time Administrator to Financial Advisor
A new role due to expansion, preferred days Monday, Tuesday and Wednesday or Thursday. Part time hours on these days, to be discussed, to 16 hours per week
£13.00 - £15.00 per hour
A broad Administrator role supporting a successful and established Financial Advisor. Will ideally suit a candidate accustomed to working within the Financial sector. Responsibilities will include:
- Appointment making and diary management
- Client servicing model and management of client reviews
- Client transaction records
- Meeting pack preparation
- Application processing
- Managing Salesforce
- CFR updates
- Post Management
