Part Time Client Support Administrator

08 July 20242024-07-08
Reigate, Surrey

Our lovely client in central Reigate is seeking a Part Time Financial Services Administrator to join their team.

This is a lovely role for someone who has previous industry experience and looking to use them in a busy, part time role.  Hours are flexible to fit in with requirements and the team is friendly and supportive.

The right candidate would have previously worked in financial services industry and have good product knowledge.  You will need to be well organised, have excellent communication skills and be able to work as a team and on your own initiative.

Duties will include:

  • Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries.
  • Assist with client meetings, from appointment scheduling, preparation of financial documents to follow up actions post meeting for example fund switches or withdrawals.
  • Act as main point of contact for your assigned clients ensuring you provide exemplary customer services at all times
  • Confidently liaise with providers and other third parties to obtain financial information on behalf of our clients                                       

For a more detailed job spec and information - APPLY NOW!!!!