We're working with a well-established financial planning business that's looking to appoint an experienced and self-sufficient Administrator to support their growing team. This is a part-time, flexible role (up to 30 hours per week), ideally suited to someone with a background in financial services administration and a keen eye for detail.
You'll play a key role in ensuring the smooth delivery of advice and ongoing client service, working remotely but with the ability to travel to the Lincoln office occasionally when needed.
What you'll be doing:
Drafting and formatting suitability reports, annual review letters, and other client-facing communications to a consistently professional standard.
Troubleshooting formatting issues and helping to create and maintain polished, compliant document templates using Microsoft Word.
Keeping client data accurate and up to date in the CRM system (Concert Hub).
Handling administrative processes across various investment platforms and liaising with Openwork's Advice Quality Team as required.
Supporting operational and compliance processes, ensuring all records and documentation are current and meet regulatory standards.
Managing your own workload efficiently and independently, delivering high-quality outputs without the need for close supervision.
What we're looking for:
Previous exp...