Overview
Live to work or work to live? For many it’s the latter. This small practice, part of a larger national group, offers flexible hours and hybrid working once trained. They are looking for a part‑time administrator and are open to discussing how your hours are arranged. You could work every day, 2.5 days a week, or hours that suit you. The role offers a full time equivalent salary of up to £30,000, great benefits, and up to 15% discretionary bonus.
Responsibilities
* Deal with client queries and meet/greet clients
* Deal with product providers and process financial transactions
* Prepare client files and support relationships with existing clients
Qualifications
* Experienced financial planning administrator
* Conscientious, hard‑working, with great attention to detail
* Experience of IO, platforms and mail merges (preferred)
Hours and Benefits
Hours are 17.5 per week with some flexibility around this. Hybrid working is available after training. Salary up to £30,000 FTE, up to 15% discretionary bonus, and other benefits.
How to Apply
Press apply and we will be in touch. If you don’t have a CV, you can provide a way of contacting you. Everyone will receive a response.
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