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Role: Part Time Administrator
Contract: Permanent
Salary: £25,000 pro rota
Location: Shirley Solihull B90
Benefits: Free parking, annual performance bonus, private healthcare, employee assistance programme and company share scheme options
We are working on behalf of our client who is seeking to recruit an experienced part time Financial Services Administrator to join their small friendly team of 6 Administrators. They are a successful and growing business which prides itself on a harmonious working environment retaining its family friendly focus.
The role of part time Financial Services Administrator would be working 21 hours a week split over 3 days which must include Wednesday and Thursday, working 9am to 5pm with 1 hour paid lunch. There is an annual bonus that is payable on top of your basic salary in January. This is an office based role working in Shirley Solihull.
Role and responsibilities:
- Working as the Administrator you will be acting as a first point of contact into the business in a professional manner
- Producing letters to send to clients in MS Word to clarify data on file and chase for relevant documentation to complete client files
- Preparing paperwork and packs for Advisors ahead of client meetings
- Supporting Advisors with managing their caseload effectively
- Handling client withdrawals in an efficient manner
- Liaising with head office administration services for updates on client requests
- Ensure all data and administration records are correctly processed and accurately updated when requested in adherence to compliance procedures
- Daily use of internal database and Microsoft packages in particular Word
- Building long term relationships with clients and colleagues in the office and head office
- Work to achieve annual personal and company objectives to receive both a personal and corporate performance bonus
- General administrative duties as required such as handling post and ordering office supplies
Skills and experience required:
- Proven work history in a similar Administrator role is essential
- Excellent verbal and written communication skills is essential
- Positive, can do and enthusiastic mentality
- Calm and warm mannerism
- Experience in Financial Services is advantageous
Benefits:
- Free onsite parking
- 25 days holiday plus bank holidays which will be pro rota down
- Private healthcare
- Company share scheme options
- Annual performance bonus
- Employee assistance programme access to free counselling, legal and financial advice
If you have the relevant skills and experience, and actively seeking a new part time Financial Services Administrator role then please apply today.
