Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Part-time administrator

Olney
Aspire Personnel Ltd
Posted: 10h ago
Offer 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...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
jobs Olney
jobs Buckinghamshire
jobs England
Home > Jobs > Part-time Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save