Financial Planning Administrator - Part Time

Exchange Street Executive Search; England; Hybrid; GBP 25,000 - 30,000; Part time

Job summary

A dynamic financial services firm in England is seeking a part-time financial planning administrator to assist with client queries and financial transactions. The role offers flexible working hours, hybrid options post-training, and a salary up to £30,000 with excellent benefits, including a discretionary bonus of up to 15%. Apply now to find your perfect work-life balance.

Benefits

Hybrid working model

Discretionary bonus up to 15%

Qualifications

• Experience as a financial planning administrator is essential.
• Conscientious and hardworking nature with strong attention to detail.
• Experience with IO, platforms, and mail merges is ideal.

Responsibilities

• Deal with client queries.
• Meet and greet clients.
• Handle product providers.
• Conduct financial transactions.
• Prepare client files.
• Support relationships with existing clients.

Skills

Attention to detail

Client relationship management

Financial transactions handling

Job description

Overview

Live to work or work to live? For many it's the latter. But how many firms let you build your work hours around your home life and get the balance you need? This firm does. They're looking for someone on a part-time basis but how you work these hours is open to discussion. It could be that you work every day, or 2.5 days a week, or in short, hours that suit. You'll also get the added flexibility of hybrid working once you are trained. So not only hours that suit. Throw in a full time equivalent salary of up to GBP30,000, great benefits and up to 15% discretionary bonus this all adds up to a great place to work.

Responsibilities

• Deal with client queries
• Meeting and greeting clients
• Dealing with product providers
• Financial transactions
• Preparing client files
• Supporting relationships with existing clients

Qualifications

• Experienced financial planning administrator
• Conscientious, hardworking and with great attention to detail
• Ideally experience of IO, platforms and mail merges
• Hours: 17.5 hours per week with some flexibility

Your perfect balance is only a click away. Press apply and we will be in touch. If you don't have a CV don't worry, we can come to that later. For now just send us a way of contacting you. Everyone will receive a response.