Part-time PA/Administrator

Are you looking to work 2 or 3 days a week on a one to one basis with a well established Independent Financial Advisor?

This is an interesting, varied role where attention to detail is paramount and in a role which could grow in the future.

Office based in Bracknell, Berkshire initially but the role could become working from home/remote once training has completed.

What will the part-time PA/Admin role involve?

• Full use of Intelligent Office (IO) which is a software package for financial advisers
• Regular communication with the IFA with regards to work duties
• Preparing files
• Following though after the IFA has met clients
• Responding to client pension queries
• Compliance duties for pension purposes and regulatory purposes

What skills and experience do I need?

• Excellent communication skills both written and verbal as you will be liaising with clients
• Excellent attention to detail and the ability to follow through
• Previous admin experience ideally within financial services or similar but not essential