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Administrator - Part-time

The Barn, Waterloo Road, Wokingham, UK

Job Type:

Permanent part-time

About the Role

Our small and friendly Financial Planning Practice is looking for an Administrator to join our team. The role is based in our beautiful Barn office just outside Wokingham.


This is a part time position, working approximately 20 hours per week, hours and work pattern to be discussed.


This role will predominately involve preparing reports and papers for our Adviser’s Financial Planning meetings, liaising with financial services providers regarding specific client queries, information on products and plans as well as processing servicing requests.


We offer a competitive salary, a generous annual leave entitlement, a company pension scheme and flexibility within working patterns to accommodate family life.

Requirements

  • You must have at least 2 years administrative experience within a financial planning practice.

  • You must have great communication skills and excellent attention to detail in your work.

  • You will need to possess confident IT skills as all our work is computer based. We routinely use Microsoft Word, Excel and Intelliflo Office on Apple Macs, so familiarity with these would be distinctly useful.

  • Above all, a positive outlook, proactive approach to work and a friendly demeanour are of paramount importance to us and full training will be given for this role.

How to apply

Please read through the full job description carefully, then submit your CV to vicki@spendtime.co.uk with a covering letter outlining why you think you’d be a good fit for Spend Time. In addition, please detail what skills and personal qualities you possess that would be useful for the Administrator position.

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