Part Time Administration Assistant, Small Financial Planning Business, Stoney Stratford

Stony Stratford, Milton Keynes
£24,000 full time equivalent
26 Jun 2018
26 Jul 2018
Part Time
Contract Type

Part Time Administration Assistant. Small Financial Planning Business. Stony Stratford. 9am – 1pm, 5 days per week. c24K FTE. (Ref 1830)

The Client

Our client are a specialist financial and lifestyle planning partnership who look after the interests of high net worth clients.

The Role

This role will cover a range of office duties including, but not limited to;

  • Managing new business enquiries
  • Managing incoming and outgoing post
  • Maintaining office supplies
  • Managing and updating clients software (ExWeb, Prestwood)
  • Managing partners diaries (client commitments)
  • Meeting preparation
  • Client record maintenance

The Candidate

Our client are looking for a candidate with a good grasp of the financial planning process, who would be able to quickly gather an understanding of the products routinely used by their clients. A strong all-rounder who is comfortable being proactive and self-managed and possibly working for long periods alone. Exceptional attention to detail and discretion are essential, along with good IT skills and the ability to learn, if not already familiar with ExWeb and Prestwood).

The Terms

This permanent position based in Stony Stratford is being offered with working hours of 9am to 1pm, across 5 days. This is a lovely  and a real opportunity to grow and develop with the business.

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