Part Time Financial Services Administrator 6 Month Temporary
Our client is a small but busy Independent Financial Advice organisation based in central Bristol. They provide holistic financial advice to businesses and individuals.
They pride themselves on being fully independent and with more than 30 years’ experience in Financial Services, and are able to take a long view on the way markets behave and what clients need as their lives change or their businesses progress. They provide a wide range of advice on mortgages, pensions, life insurance and investments to individuals and businesses.
Working on a part time basis, our client is looking for someone to work 15 hours (hours are flexible to suit the perfect candidate). It’s important you have gained experience working in financial services administration as your roll will be supporting a busy advisor with all paperwork and a cloud based back office system – IntelliFlo. As well as understanding all the supportive administration and co-ordination tasks, you will have super communication skills and able to work under your own steam and organise tasks efficiently and effectively.
In additional to financial services administration experience, our client is also looking for:
Good grammar and spelling and able to put professional letters together
Good interpersonal skills especially telephone manner
Microsoft Office – Word, Excel, - especially mail merge and templates
Database management using back office system
Knowledge of Financial Services products, jargon and regulatory compliance
Ability to run an office and resolve basic administration issues such as stationery, telephony, computer /printer problems.
Bristol central – no car parking
15 hours per week – to suit