Employer: Sedulous Admin
Position: Experienced Financial Services Administrator
Salary pay: £14 – £16 an hour
Job Type: Part-time
Work location: Remote
FULL JOB DESCRIPTION
We are a small, outsourced administration company that offers technical admin support to Financial Advisers/Planners and Outsourced Paraplanners. Due to increasing demand, we’re looking for a new team member, with in-depth industry experience.
The role is part-time approx. 15-20 hours per week but there could be more hours if required. This is a home-based position and would be ideal for an administrator looking for additional work on a self-employed basis and someone who wants to work with us on a long term basis. Pay will be dependent on experience.
Our ideal candidate will be capable of working in a fast-paced environment and very good at multitasking as we work with a number of different companies. You must be able to take ownership of tasks and follow them through from start to finish, managing your own workload.
Duties :
- Sending off letters of authority (by email) obtaining plan information and chasing providers if not received
- Pulling data from plan information into an Excel summary sheets
- Obtaining illustrations, application, and KFD docs
- Prepopulating application forms
- Submitting online applications and following through to completion
- Review prep work – i.e. obtaining up-to-date valuations and transaction histories
- Updating back-office systems with client and plan information and other data input work
- Adding portfolios to FE Analytics
- Setting up fund switches/withdrawals/moving money for Advisers to approve
- Data input onto Cash Flow Systems ie CashCalc and Voyant
skills required
- Must have experience working with Financial Advisers/Planners
- Organized and able to work to strict deadlines
- Strong admin and IT skills
- Ability to work on own initiative and take control of work tasks
- Excellent attention to detail and accuracy
- Loyal, honest and trustworthy is a must
- Desired skills
- Knowledge of IO, Fin Plan, Plannr, Enable, Mindmap, and Cash Flow Software
This is a fantastic opportunity for someone who is looking for a flexible working environment within a small friendly team who work hard but also know the value of work-life balance. Training on our systems and procedures will be given but you must have experience of working within a similar role. If you feel you have the skills and experience we are looking for, please email me your CV
Benefits:
- Casual dress
- Flexitime
- Work from home
Experience:
Financial Services: 1 year (required)
Application Process
If you’re interested in this role, check out more information on the Official website and apply now!