Experienced Financial Services Administrator - Ellesmere, United Kingdom - Sedulous Admin
2 weeks ago
Description
We are a small outsourced administration company that offers technical admin support to Financial Advisers/Planners and Oursourced Paraplanners. Due to increasing demand, we're hiring a new team member, with indepth industry experience.The role is part time approx hours per week but there could be more hours if required.
This is a home based position and would be ideal for an administrator looking for additional work on a self employed basis.
Pay will be dependent on experience.Duties include but are not limited to:
- Pulling data from plan information in to an Excel summary sheets
- Review prep work i.e obtaining up to date valuations and transaction histories
- Updating back office systems with client and plan information and other data input work
- Adding portfolios to FE Analytics
- Setting up fund switches/withdrawals/moving money for Advisers to approve
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Must have experiance working with Financial Advisers/Planners:
- Organised and able to work to strict deadlines
- Strong admin and IT skills
- Ability to work on own initiative and take control of work tasks
- Excellent attention to detail and accuracy
- Loyal, honest and trustworthy is a must
- Knowledge of IO, Fin Plan, Enable and Cash Flow Software
Job Type:
Part-time
Part-time hours: 15 per week
Salary:
£14.00-£16.00 per hour
Benefits:
- Casual dress
- Flexitime
- Work from home
Schedule:
- Flexitime
- Monday to Friday
- No weekends
Work Location:
In person
Reference ID:
Financial Services Administrator
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