Part time Administrator to Independent Financial Advisor
Hybrid or remote after training, Office is based in Rickmansworth, Herts.
Monday to Friday, 16 - 25 hours per week. £13.00 - £15.00 per hour
A varied Administrator role supporting a successful and established Independent Financial Advisor. Will suit a candidate accustomed to working within a Financial / Regulated sector. A new role due to expansion.
Responsibilities will include:
- Appointment making and diary management
- Client servicing model and management of client reviews
- Client transaction records
- Meeting pack preparation
- Application processing
- Updating and Managing Salesforce
- CFR updates
- Post Management
Apply today !