Part time PA / Administrator to IFA

Posted 4 April by EC Appointments Ltd
Easy Apply
£13.00 - £15.00 per hour
Rickmansworth , Hertfordshire
Permanent, full-time or part-time

Register and upload your CV to apply with just one click

View all jobs
Posted by EC Appointments Ltd

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

Reference: 52424272

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job

Not quite what you are looking for? Try these similar searches