Administrator - Part Time

Ref: 522 | Posted: 1st Aug 2022

Administration

Hertfordshire

£26,000 to £28,000 Pro Rata

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Our client is a busy financial & estate planning business with offices in Stevenage Old Town. Due to continued growth, they are looking to hire an experienced ADMINISTRATOR to join their team, on a part-time basis.

You'd be responsible for owning the administrative support side of the business and ensuring the very best client support. They offer a friendly, supportive and collaborative working environment as well as comprehensive training and the opportunity to progress.

Ideally they are looking at 25 hours per week, 9.30am to 3.00pm Monday to Friday, but are flexible for the right candidate.

THE SALARY & BENEFITS

Permanent, part-time employment
25 hours per week
£26,000 to £28,000 pro rata
Generous holiday entitlement
Comprehensive training and support

THE JOB

Providing administrative support to the advisors and broader team.
Setting up and maintaining client files.
Liaising with clients, product providers and other stakeholders.
Collating information for the paraplanner to review.
Assisting with the servicing of existing clients, including producing portfolio valuations and producing review packs.
Actioning existing client queries.
Processing financial planning business and estate planning instructions.

the application process

Apply right now! By using the apply button on this page and attaching your CV.

the agency

A recruitment agency you can trust, Ellis Mason have been matching talented candidates with new job opportunities since 2017. Working with Hertfordshire, Bedfordshire & Cambridgeshire’s most successful businesses, Ellis Mason specialise in commercial recruitment; recruiting people skilled in administration, customer service, HR, finance, marketing, IT & more.

Being an independent recruitment agency means we really get to know our candidates. Saving time for both employers and employees by making the best possible matches. Acting as both a recruitment business and recruitment agency in the fulfilment of this role.

Thank you for your application, Where possible, we endeavour to contact all candidates, however due to the volume of applications, we ask that if you have not heard from us within 7 days to please accept that your application has been unsuccessful on this occasion.