Part-Time Finance Services Administrator (ISA & Pensions)

Amida Group; Worcester; Hybrid; GBP 21,000 - 29,000; Part time

Job summary

Amida Group is seeking an experienced Administrator with a background in financial services to support the wider team, including IFA's. This role is predominantly office-based with some remote working and offers flexibility for candidates with the right experience.

The ideal candidate will be highly organised, proactive and detail-oriented, with a good telephone manner and CRM experience to manage client files and FCA compliance.

Qualifications

• Experience in financial services is essential.
• CRM experience is required.
• Must be highly organised and proactive.
• Part-time role (minimum 21 hours) could extend to full-time for right experience.

Responsibilities

• Process new business applications and open investment, pension, and ISA accounts.
• Prepare paperwork for clients and advisers; chase providers for information and updates.
• Manage letters of authority and contact third parties such as pension/insurance providers.
• Track fund switches, transfers and withdrawals.
• Prepare review packs and valuation reports; schedule annual review meetings.
• Maintain accurate client files; ensure FCA regulatory requirements are met.
• Record client interactions and documentation; assist with audits.

Skills

Financial services experience

CRM experience

Organised

Detail-oriented

Job description

Amida Group is seeking an experienced Administrator with a background in financial services to support the wider team, including IFA's. This role is predominantly office-based with some remote working and offers flexibility for candidates with the right experience.

The ideal candidate will be highly organised, proactive and detail-oriented, with a good telephone manner and CRM experience to manage client files and FCA compliance.