Part-Time Financial Services Administrator

Preston area (remote working)

GBP12 per hour

An outstanding opportunity has arisen for a Financial Services Administrator to join a forward thinking, well established and successful business based in the North West of England, near Preston.

This role would involve working remotely, from home, but it would be advantageous for the postholder to be based in the North West area. The business is a small, family run Financial Adviser business that specialises in Ethical and Socially Responsible Investment (SRI).

Working in conjunction with the Senior Financial Services Administrator and with the Director, you will play a key role in the firm, by providing an efficient, accurate and timely administrative support service to the team, maintaining files, managing the client database, and reporting, as well as supporting with client review documentation and all supporting documents and credentials associated with the advice process.

The successful applicant will receive appropriate training and support in completing the role, which is likely to appeal to someone who has an interest ethical finance.

Summary of Main Tasks and Responsibilities:

Operation and Update of PWP's back off system, Intelliflo Office/iO

Maintenance of investment fund databases

Providing assistance in all administrative tasks relating to the business

Providing assistance to the Director and Senior Financial Services Administrator in the update of client records and the production of client reviews and reports

Providing assistance to the Director and Senior Financial Services Administrator in relation to maintaining the financial records and databases of the business

Key Competencies:

Able to work independently and remotely, and to be flexible in working hours

Excellent knowledge of Microsoft Office (especially Word and Excel)

Demonstrable administration, computer and organisational skills

Highly numerate and high levels of accuracy

Able to undertake research and compilation of Financial Services Data

Able to manage confidential client data

Hours of Work and Remuneration

The position is initially for a fixed one- year term (with a three-month probationary period) although there may be some potential for extension beyond the year

Hours - 16 hours per week at a rate of GBP12 per hour. Hours of work are flexible and can be negotiated

Terms - Statutory sick pay, holidays, and pension

If you are looking for a flexible, part time administration role, can work effectively from home and you are a solid administrator with excellent IT skills and the ability to pick up new processes and systems quickly, we would be delighted to hear from you.

Please get in touch today for more information or submit your CV and we'll respond to you promptly.