Financial Planning Administrator - Part Time - Exchange Street Claims & Financial Services : Job Details

Live to work or work to live?For many it's the latter. But how many firms let you build your work hours around your home life and get the balance you need?This firm does. They're looking for someone on a part-time basis but how you work these hours is open to discussion.It could be that you work every day. Or 2.5 days a week. Or in short, hours that suit.You'll also get the added flexibility of hybrid working once you are trained.So not only hours that suit. Throw in a full time equivalent salary of up to £30,000, great benefits and up to 15% discretionary bonus this all adds up to a great place to work.The business itself is a small practice which is part of a larger national group. HERE'S WHAT YOU'LL NEED:You will need to be an experienced financial planning administrator.  Tasks will include, dealing with client queries, meeting and greeting clients, dealing with product providers, financial transactions, preparing client files, and supporting relationships with existing clients.  Even though the role is only part time you will still need to be conscientious, hard working and have great attention to detail.You will ideally have experience of IO, platforms and mail merges.Hours wise they are looking for 17.5 hours per week but there's some flexibility around this.  -----------------------------------------------------------------------------------------Your perfect balance is only a click away. Press apply and we will be in touch.If you don't have a CV don't worry, we can come to that later. For now just send us a way of contacting you.Everyone will receive a response.