Our client is seeking a part-time Financial Services Administrator to join their team in an office-based role. This is a fantastic opportunity for an organised and detail-oriented professional looking to contribute to a dynamic environment. Full internal training will be provided.

Key Responsibilities:

• Acting as the first point of contact for telephone enquiries.
• Handling client queries via letter, email, and telephone.
• Ensuring compliance by maintaining client files and processing new business.
• Liaising with product providers and investment platforms.
• Coordinating with clients for AML checks and pre-review requirements.
• Processing portfolio fund switches, client withdrawals, and new investments.
• Conducting client portfolio reviews, requiring proficiency in Excel and Word.
• Preparing illustrations and supporting documentation for new business.
• Inputting new client details into the back-office system and updating existing records.
• Printing client recommendation reports.
• Managing invoicing and settlement of fees.
• Maintaining records and managing archived client files.
• Ordering stationery and office supplies.
• Printing and document preparation.

Experience and Skills Requirements:

• Strong administrative skills with excellent attention to detail.
• The ability to prioritise tasks and manage time effectively.
• A high level of personal integrity and professionalism.
• Good written and verbal communication skills.
• Strong numeracy skills.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and Teams.
• A team-oriented approach with a proactive mindset.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.