Financial Planning Administrator - Part Time

SecsintheCity; United Kingdom; Hybrid; GBP 30,000; Part time

Job summary

A financial services firm in the UK is seeking a part-time financial planning administrator. This role offers flexible working hours, with a total of 17.5 hours per week, and provides the opportunity for hybrid working. Candidates should have experience in financial administration and excellent attention to detail. The role comes with a salary of up to GBP 30,000 and a discretionary bonus of up to 15%.

Benefits

Flexibility in working hours

Hybrid working option after training

Discretionary bonus up to 15%

Qualifications

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

Responsibilities

• Manage client queries and greet clients professionally.
• Handle financial transactions and prepare client files.
• Support relationships with existing clients.

Skills

Attention to detail

Client communication

Financial transactions knowledge

Tools

Financial platforms

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.

What you’ll need

The business itself is a small practice which is part of a larger national group. HERE'S WHAT YOU'LL NEED:

Responsibilities

• You will need to be an experienced financial planning administrator. Tasks will include, dealing with client queries, meeting and greeting clients, dealing with product providers, financial transactions, preparing client files, and supporting relationships with existing clients.

Qualifications and attributes

• Even though the role is only part time you will still need to be conscientious, hard working and have great attention to detail.
• You will ideally have experience of IO, platforms and mail merges.
• Hours wise they are looking for 17.5 hours per week but there\'s some flexibility around this.

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.