Job Description

Job Overview

Charles Jones Wealth Management are looking for a part-time, Financial Administrator to join our team. You will be responsible for providing administrative support to financial planners while maintaining high standards of quality and customer service. Financial administration experience is preferred. The ideal candidate will be highly organised, with great time and diary management skills.

Whilst we have a very professional office, it is important that we maintain an enjoyable working environment. Therefore, the successful applicant will need to be a good fit, not only on a professional level, but also personal. Colleague camaraderie is key to our culture and providing a positive client experience. As a business, we ensure that progression opportunities are available for all staff that wish to continue to develop. A personality that fits our culture and working environment is key driver to a candidate being successful.

Duties

Main responsibilities

First point-of-contact for all telephone enquiries. Dealing with client queries Updating our back-office system Managing adviser's appointments/ diary management Maintain Client Relationships
Financial Planner Support Including:

Requesting and collating plan information Assisting in client meeting preparation Preparing client documentation Liaising with providers On-line submission of pension and investment applications
Ongoing Client Reporting and Meeting Documentation Including:

Producing and sending portfolio reports to clients Preparing meeting documents for Financial Planners
Key Requirements:

Communication skills Attention to detail and accuracy Ability to work both independently and as part of a team Problem solving skills Administrative skills
Knowledge and Experience:

Preferred 1-year financial administration experience
Skills and Behaviours:

Highly organised with excellent communication skills; Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel); Exceptional attention to detail; Manages time effectively with the ability to multi-task; Keeps calm when faced with conflicting demands and handles these effectively; Open to change with a creative approach to problem solving; Demonstrates a positive attitude at all times
Pay: 24k pro rata

Benefits Package:

Bonus Scheme Great pension Private medical insurance
Schedule:

Between Monday and Friday, days can be negotiated

Education:

GCSE or equivalent English and Maths
Please send your CV and cover letter to hannah.southgate@sjpp.co.uk

Job Types: Part-time, Permanent

Expected hours: No less than 16 per week

Benefits:

Company pension Private medical insurance
Work Location: In person