Financial Planning Administrator Part Time
Yeovil, ENG, GB, United Kingdom
Job Description
Are you detail-oriented, organised, and looking for a part-time role in financial administration? We're seeking a reliable and proactive
Financial Planning Administrator
to join our team and support key operational tasks.Key Responsibilities
Conduct routine
file reviews
to ensure accuracy and compliance Handle and resolveclient queries
with professionalism and care Maintain and update thenew and ongoing business register
Assist with general administrative duties to support the financial team Ensure timely and accurate data entry and record-keeping using our back office, Intelligent OfficeWhat We're Looking For
Previous experience in an administrative or financial services support role (preferred but not essential) Strong attention to detail and organisational skills Excellent communication and interpersonal abilities Comfortable using basic office software (e.g., Excel, Word, Outlook) Ability to work independently and manage time effectively
What We Offer
3 days per week working Supportive and friendly team environment Opportunities for growth and development On-the-job training provided Competitive salary
Please drop us a line with your CV explaining how your previous experience can help contribute to our ongoing success.
Job Types: Part-time, Permanent
Expected hours: 18 per week
Work Location: In person
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Job Detail
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Job IdJD4013001
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IndustryNot mentioned
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Total Positions1
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Job Type:Part Time
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Salary:Not mentioned
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Employment StatusPart Time
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Job LocationYeovil, ENG, GB, United Kingdom
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EducationNot mentioned