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Financial Planning Administrator - Remote - part-time
Location:
London
Description:
Financial Planning Administrator 100% remote Location: Remote but with easy access to the London office to attend the office when required Salary: £24,000 pro rata Position: Two days per week with possibility to take on more days Job Description Do you have experience in the financial planning industry and are you looking for a part-time role? If you can bring excellent organisational skills, your ability to pick things up quickly and get things done, we'd love to hear from you. My client is a young and growing business with a modern and flexible outlook. You can do this job remotely and you will ideally live in the South East to access their office when required. You'll be an important part of their team and will really get to feel part of a small and successful financial services operation. They are a fantastic business, working in a great industry and this is a role that has a huge amount of potential. You'll be working closely with the senior administrator/paraplanner, helping her with her work and shell train and mentor you to be the best you can be. This role will involve working closely with your colleagues and third parties, gathering information and financial data, helping to set up client cases, liaising with product providers and dealing with paperwork. It's a critical role to ensure everything runs smoothly and our clients are delighted. The main areas include: Maintaining client files, records and paperwork. Ensuring business is compliant and meets regulatory standards. Liaising with product providers and other team members. Collating information and documentation for clients cases. Diarising and checking for missing documentation and policy information. Completing and processing new business applications. Reconciling fee income and recording client time. Ensuring back-office systems are up to date. Ensuring processes are up to date and efficient. General accounting and preparing reports. Benefits Excellent personal development. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
May 1 on ListedBuy
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More About this Listing: Financial Planning Administrator - Remote - part-time
Financial Planning Administrator - Remote - part-time is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like Financial Planning Administrator - Remote - part-time by searching Oodle for Clerical Administrator Jobs.
Financial Planning Administrator - Remote - part-time is a Clerical Administrator Job at Recruitment Rebellion located in United States. Find other listings like Financial Planning Administrator - Remote - part-time by searching Oodle for Clerical Administrator Jobs.