Part time PA / Administrator to IFA

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, to 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