A new opportunity for an Part-time Administrator to join a IFA Practice

Working hours will be approximately 26 per week, Monday to Thursday.

Responsibilities

• Carrying out administrative tasks, such as compiling letters, emails and reports
• Organising client appointments
• Office stationery and stock management
• Collation, maintenance and organisation of information and documents, in support of the financial adviser team
• Utilisation of sales/advice submission system, including data gathering and input
• Research / interrogation of IT systems, and via telephone, with financial services providers to collect client or product information
• Using online investment platform to create documentation and facilitate basic investment management actions
• Business marketing to clients and non-clients

Essential skills

• Excellent verbal and written communication skills (including report writing)
• Exceptionally strong attention to detail
• Highly organised and be able to properly prioritise work
• Good technology skills, but particularly the use of Microsoft packages such as Excel/Word/Outlook

Salary: £12.50 - £14.80 per hour

Benefits:
Company pension
On-site parking
Sick pay
Death-in-service

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.