Rickmansworth/ hybrid
£13- £15 per hour

Part time Administrator to Financial Advisor

A new role due to expansion, preferred days Monday, Tuesday and Wednesday or Thursday. Part time hours on these days, to be discussed, likely 16 hours per week

£13.00 - £15.00 per hour

A broad Administrator role supporting a successful and established Financial Advisor. Will ideally suit a candidate accustomed to working within the Financial sector. Responsibilities will include:

  • Appointment making and diary management
  • Client servicing model and management of client reviews
  • Client transaction records
  • Meeting pack preparation
  • Application processing
  • Managing Salesforce
  • CFR updates
  • Post Management

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Interested in the role?

Please get in touch using the enquiry form below or contact us via phone or email for more information.

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