Vacancy details

Part time Administrator

Salary range: £19k - £22k Categories: Administration, Finance, Miscellaneous, Wealth Management Employment term: Part time Location: Fareham, Hants Vacancy Status: Vacancy Open Posted on: September 11th, 2021 Apply now

Part time Client Services Administrator (5 hours per day)

Fareham, Hampshire

Salary £22K (FTE), 28 days hols + Bank hols pro rata, health insurance, life assurance, benefits platform

The Company

Our client is a wealth management company, with a heart and soul. They are passionate about helping their clients achieve their goals in life through sharp focused investment management and expert financial planning. They have a fast moving, fast developing, dynamic and challenging culture but also one where we all feel like part of a close-knit team. They manage and advise on over £2 billion of client assets and has its headquarters in Fareham, Hampshire,

Every team member is actively encouraged to develop and progress, with continuous training, support and regular performance reviews, you can be assured your career will always be their top priority. It’s not all about work though… whether it is jumping out of planes or climbing mountains, for charity, or virtual cocktail nights and Friday drinks, they have something for everyone!

The role

We are recruiting an enthusiastic and knowledgeable part time, Client Services Administrative Support person, to be based daily, at their Solent Office in Whiteley.

The successful candidate will report to the Head of Client Services and their role will involve distribution and dispatch of daily incoming and outgoing post, distributing emails, participation in office meetings, answering telephone calls, assistance with facility management and potentially a variety of project work.

The person

The successful candidate will be delivery orientated and a well organised individual, preferably with experience within a financial planning environment. The following will also be advantageous:

  • • Knowledge of investment products ISAs, Pensions, Bonds
  • • Experience of using a CRM system
  • • Be a good team player
  • • A passion for excellent customer service
  • • A self-starter

Remuneration

£22,000 (FTE), 28 days holiday, plus bank holidays (pro-rata) Group PHI and DIS. Flexible employee benefits platform. 5 hours per day, with flexibility on start and finish times.

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