Financial Planning Administrator - Part Time

Exchange Street Claims ltd; Tring; Hybrid; GBP 25,000 - 30,000; Part time

Job summary

A small financial practice in Tring is seeking a part-time administrator offering flexible hours and a salary up to £30,000 FTE. The role involves managing client queries, coordinating with providers, and preparing client files. Experience in financial planning administration and proficiency with related tools are preferred. Benefits include a discretionary bonus of up to 15% and hybrid working opportunities after training.

Benefits

Discretionary bonus up to 15%

Flexible working hours

Hybrid working after training

Qualifications

• Experience in financial planning administration is crucial.
• Must have a conscientious and hardworking approach.
• Proficiency with financial software preferred.

Responsibilities

• Manage client queries and meet/greet clients.
• Coordinate with product providers and handle transactions.
• Prepare client files and maintain relationships with clients.

Skills

Experienced financial planning administrator

Attention to detail

Customer service skills

Tools

IO

Financial platforms

Mail merges

Job description

Overview

Live to work or work to live? For many it’s the latter. This small practice, part of a larger national group, offers flexible hours and hybrid working once trained. They are looking for a part‑time administrator and are open to discussing how your hours are arranged. You could work every day, 2.5 days a week, or hours that suit you. The role offers a full time equivalent salary of up to £30,000, great benefits, and up to 15% discretionary bonus.

Responsibilities

• Deal with client queries and meet/greet clients
• Deal with product providers and process financial transactions
• Prepare client files and support relationships with existing clients

Qualifications

• Experienced financial planning administrator
• Conscientious, hard‑working, with great attention to detail
• Experience of IO, platforms and mail merges (preferred)

Hours and Benefits

Hours are 17.5 per week with some flexibility around this. Hybrid working is available after training. Salary up to £30,000 FTE, up to 15% discretionary bonus, and other benefits.

How to Apply

Press apply and we will be in touch. If you don’t have a CV, you can provide a way of contacting you. Everyone will receive a response.