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Part-time administrator

Newton-le-Willows (Merseyside)
Adamson Ross Wealth Management
Posted: 8 October
Offer description

Administrator (Part-Time)


Newton-le-Willows
|
Mon, Wed, Fri — 12:00pm–5:00pm (15 hrs/week)
|
Part-Time, Office Based
|
£9,523.80 per annum (FTE £23,809.50)

We're looking for a
Part-Time Administrator
to support our friendly team within a Senior Partner Practice of St. James's Place. This is a great opportunity for someone organised, reliable, and looking for flexible, part-time hours in a professional yet relaxed office environment.

What you'll do:


• Post Letters of Authority to scheme providers and follow up via phone for copies of plan information.


• Prepare meeting notes and organise client files using a variety of different programmes (training provided).


• Update and maintain accurate client data in our CRM system.


• Liaise with administration teams, Directors and experts to resolve client queries.


• Assist the wider team with general office and client administration tasks.

What we're looking for:


• Previous admin experience preferred (financial services experience
not
required).


• Strong attention to detail and good written communication skills.


• A proactive attitude with a willingness to learn and support others.


• Comfortable working independently in a small, professional team.

Why join us?


• £9,500 per annum (full time equivalent salary £23,809.50)


• Friendly, supportive office environment.


• Structured hours to suit work–life balance.


• Opportunity to learn about financial services and develop new skills.

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