P/T Wealth Management Administrator

P/T PERMANENT WEALTH MANAGEMENT ADMINISTRATOR OLNEY 30-35K pro-rota A great opportunity has arisen to work for a family business based in Olney, where they are big enough to cope but small enough to care. They have a great client base and due to expansion are looking for an administrator to join their team. Daily duties are likely to involve:- Answering the phones and general administration Processing letters of authority/new business Providing support to the advisers Take part in meetings with providers Take responsibility for preparing and maintaining detailed client files and records. Ensure the highest compliance and organisational standards are maintained. In return, what we need from you:- Flexible attitude with great communication skills Basic knowledge of financial services industry, wealth management or similar Some familiarity with industry regulations and quality standards Solid computer skills, including Microsoft Office and relational databases and software. Team player, excellent verbal and written communication skills Use of initiative along with exceptional client service levels Willingness to learn the business and grow with the company This role is subject to satisfactory references and the necessary credit checks due to the nature of the industry What is in it for you? Flexible hours, this can be between hours per week but please note this is in the office, not remote or hybrid working Flexible on the days/hours you work. So although this will need to ..... full job details .....