Kings Langley / Remote
£13.00 - £15.00 per hour

Part time administrator to Independent Financial Advisor

£13.00 - £15.00 per hour. c20-25 hours per week.

Based Kings Langley / Home

A great role for an organised and self motivated candidate seeking a busy administration role in a FCA regulated environment. Experience within the Financial Services sector and Salesforce is preferred but not essential. Supporting the Financial Advisor, role responsibilities include :

  • Appointment making and diary management
  • Client Servicing and management of client reviews
  • Client transaction records
  • Managing Trust forms and assisting clients with HMRC regulations
  • Creating illustrations for clients
  • Meeting pack preparation
  • Telephone answering service redirected from Financial Advisor
  • Application processing
  • Managing Salesforce
  • Post Management
  • Sending E- briefings and regular communications
  • Processing protection applications
  • Transcribing notes of meetings and ensuring actions arising are met within the timescales stated
  • Switches and Encashments
  • Deeds of assignment
  • General client enquiries

Full training is given. Compliance and system training may require attendance in person in London.

For more information and to apply please send your CV

Interested in the role?

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

To ensure our compliance, EC Appointments require all candidates to complete and return our Registration form and supply a copy of ID that confirms eligibility to work in the UK
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