Part Time Administrator to Financial Advisor
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 !
Reference: 52952370
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.
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