Part-Time Hybrid Administrator!
Are you a highly experienced administrator with a background in financial services?
Location: Godalming - Walking Distance from station
Salary: £30,000 FTE (pro-rata)
Hours: 25-30 hours (Flexible time schedule) + Hybrid Working offered !
We're seeking a detail-oriented and proactive Part-Time Administrator to join our client's friendly and professional team in Godalming.
You'll play a pivotal role in ensuring the smooth running of daily operations, supporting advisors and managers, and delivering exceptional client service!
Key Responsibilities:
* Creating annual meeting review packs.
* Sending out advice letters to clients.
* Maintaining accurate and up-to-date client records.
* Preparing documentation for client appointments and meetings.
* Planning and organising campaigns.
* Checking compliance files to ensure regulatory standards are met.
* Managing client emails and updating the CRM system efficiently.
* Support the preparation of financial reports and data for planning.
Experience/ Skills:
* Previous experience working within financial services
* Familiarity with FCA regulations and confident in handling compliance processes
* Competent in Microsoft Office Suite, particularly Word and Excel
* Experience with CRM systems and data management
* Self-sufficient and proactive, with a focus on accuracy and attention to detail.
* Excellent communication skills, both written and verbal.
* A team player with the ability to prioritise tasks and meet deadlines.
If this is for you then apply today! If you know someone who may be suitable, please pass on their details or ask them to apply!
Click on the apply button or call me, Annie Hollidge for more information on the role on 0208 542 6688.
Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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