P / T Wealth Management Administrator

MAS Resourcing; Olney; On-site; GBP 30,000 - 35,000; Part time

Job summary

A family-owned financial services firm in Olney is seeking a part-time Wealth Management Administrator to provide administrative support, ensure compliance, and maintain client records. Ideal candidates will have a flexible attitude and a basic knowledge of the financial services industry. This position offers flexibility in hours and duties, allowing for a work-life balance. Applications will be reviewed promptly.

Benefits

Flexible hours

Free onsite parking

Opportunity to work with a well-established organization

Qualifications

• Flexible attitude with great communication skills.
• Basic knowledge of financial services or wealth management.
• Some familiarity with industry regulations and quality standards.
• Team player with excellent verbal and written communication skills.
• Willingness to learn and grow with the company.

Responsibilities

• Answering phones and conducting general administration.
• Processing letters of authority and new business.
• Providing support to the advisers.
• Preparing and maintaining client files.
• Ensuring compliance and organizational standards.

Skills

Communication skills

Knowledge of financial services

Solid computer skills

Team player

Initiative

Tools

Microsoft Office

Relational databases

Job description

Overview

P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR OLNEY 30-35K pro-rota

A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care. They have a great client base and due to expansion are looking for an administrator to join their team.

Responsibilities

• Answering the phones and general administration
• Processing letters of authority/new business
• Providing support to the advisers
• Take part in meetings with providers
• Take responsibility for preparing and maintaining detailed client files and records
• Ensure the highest compliance and organisational standards are maintained

What we need from you

• Flexible attitude with great communication skills
• Basic knowledge of financial services industry, wealth management or similar
• Some familiarity with industry regulations and quality standards
• Solid computer skills, including Microsoft Office and relational databases and software
• Team player, excellent verbal and written communication skills
• Use of initiative along with exceptional client service levels
• Willingness to learn the business and grow with the company
• This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry

What is in it for you?

• Flexible hours, this can be between hours per week but please note this is in the office, not remote or hybrid working
• Flexible on the days/hours you work. So although this will need to be confirmed from the outset, it could be two full days, or three days, e.g 10am 3pm so it can be worked around any commitments you may have
• Opportunity to work for a well established organisation
• Free onsite parking

We envisage this role to start sometime in November or early December so interviews are likely to be scheduled over the next couple of weeks so that the ideal candidate can give notice if needed.

So, if you are interested and want an immediate opportunity, please apply immediately with your cv

Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion.

This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.