Job Description

Our Client provides advice on a wide range of products including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection.

An opportunity is available for a Part Time Administrator to join the friendly and passionate team. Daily duties will be varied and consist of;

• Provide efficient administrative support to one adviser.
• Acting as a point of contact for clients.
• Product and fund research.
• Collating information from product providers on clients existing arrangements.
• Preparing client review documentation/valuation reports.
• Diary management and ensuring all pre-meeting information as collated.
• Typing letters.
• General administration and office duties.
• Updating and managing the client database.

This is an opportunity for someone who takes pride in the important support they provide. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrive off working in a fast paced and busy team environment.

Required Knowledge, Skills, and Abilities

The successful applicant will be comfortable working in a small and really friendly team environment Preferably the candidate would have some knowledge of Intelligent Office, as well as use with Provider Platforms.