Part-time Administrator

Our client based in Olney is looking for a part time Administrator, to support their small team of Wealth Management Financial Advisors, The hours can be flexible when worked (15-20hrs) Daily Tasks - (full training will be given) Writing Financial Planning Reports that our Advisers present to clients Supporting the Advisers by conducting research on products and helping find the right solutions for our clients Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries Arranging for plans to be submitted to provider companies Maintain client records on the company software and ensure the client and firm''s files are well presented, accurate and compliant Preparation of client review packs Illustration requests Keep up to date with financial products and legislation Comply with all company and industry guidelines, rules and regulation. Essential skills - Good Administration skills Previous experience of working within a regulated environment Previous experience of working compliantly Confident with all IT packages Word, Excel Discretion and Confidentiality ..... full job details .....