Accessibility Links
Shortlist

Administrator - Part Time

  • Salary: £20000 - £24000 per annum
  • Location: Bracknell
  • Job type: Permanent, Part Time
  • Job reference J511
This vacancy has now expired.

Our client is an independent financial advisor based in Bracknell who are looking for a Part Time Administrator to join their team!

Salary: £20,000 - £24,000 pro rata

Hours: 20-25 hours per week - flexible

Your key responsibilities will include:

  • Maintain client records on internal system
  • Preparation of pre-meeting/post-meeting material for advisers
  • Obtaining quotations and other relevant literature
  • Process business applications
  • Processing commission/adviser fees
  • Requesting information from third parties
  • Producing client valuations and reports
  • Delivering day-to-day administrative support i.e. answering the telephone, sorting the post
  • Keep management and other areas of the business updated with the relevant information required
  • To be able to take full ownership of a task and to manage it effectively
  • Organise work load according to customer and business needs/priorities

Essential Experience and Skills

  • Excellent written and oral communication skills
  • Good knowledge of MS Office including Word and Excel
  • Experience using Investment Platforms for processing business
  • Ability to organise and prioritise own workload
  • Strong customer service skills with a positive and proactive approach
  • A flexible approach and ability to manage priorities
  • Ability to work accurately, check documentation for accuracy
  • Experience in using back office systems
  • Previous experience working within an IFA

Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training and skills that they identify. If you do not hear from us within 5 working days from your registration, please accept our apologies but we are unable to help you on this occasion.

Bucks and Berks Recruitment is an equal opportunities employment agency and employment business that is serious about its compliance with legislation. Bucks and Berks is acting as an Employment Agency in relationship to this role (if the vacancy is for a permanent position) or is acting as a Recruitment Business in relationship to this role (if the role is for a temporary position).