Contact Aspire Personnel Ltd
Aspire Personnel Ltd
Part-time Administrator
Milton Keynes, Buckinghamshire
- Hours
- Part Time
- Posted
- 53 days ago
- Salary
- £28,000 - 32,000 - Annum
- Recruiter
- Aspire Personnel Ltd
- Closes
- 06 Dec 2025
- Course
- No
- Recruiter Type
- Direct Employer
Description
Our client based in Olney is looking for a part time Administrator, to support their small team of Wealth Management Financial Advisors,
The hours can be flexible when worked (15-20hrs)
Daily Tasks - (full training will be given)
* Writing Financial Planning Reports that our Advisers present to clients
* Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
* Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries
* Arranging for plans to be submitted to provider companies
* Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
* Preparation of client review packs
* Illustration requests
* Keep up to date with financial products and legislation
* Comply with all company and industry guidelines, rules and regulation.
Essential skills -
* Good Administration skills
* Previous experience of working within a regulated environment
* Previous experience of working compliantly
* Confident with all IT packages Word, Excel
* Discretion and Confidentiality
Ad ID: 5417262753
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