We are seeking a highly organised and dependable Financial Administration Assistant to provide part-time support to a busy Financial Adviser, based in Hayes (near Bromley, Kent).
About the role
This varied part-time opportunity is ideal for someone who enjoys keeping processes on track, communicating confidently with people and maintaining high standards of accuracy and compliance. The part-time arrangement may suit an individual seeking flexibility alongside their other commitments.
It is anticipated the role will involve approximately 12 hours per week, keeping the financial advisor organised and accountable, whilst managing the general administrative and compliance related tasks.
Key responsibilities
- Provide day-to-day administrative support to the Financial Adviser
- Prepare, organise and maintain accurate client records and documentation
- Manage appointments, correspondence, follow-ups and workflow deadlines
- Liaise professionally with clients, providers and other contacts by telephone and email
- Support compliance processes, ensuring required information is complete, accurate and handled appropriately
- Assist with preparing client meeting packs, forms, reports and other business documents
- Use office and financial-services systems to enter information, track progress and retrieve records
- Handle confidential and sensitive information with discretion
About you
You will be comfortable taking ownership of administrative tasks and working carefully within established procedures. Previous experience in financial services, professional services or a regulated environment would be an advantage, but training can be provided for the right candidate.
What you need
- Excellent organisation and time-management skills, with the ability to prioritise effectively
- Strong computer literacy, including confidence using Microsoft Office and learning new systems
- A careful, accurate and methodical approach to record-keeping and documentation
- Confidence in working with compliance requirements and following regulated processes
- Clear, professional communication skills and a friendly, people-focused manner
- Sound judgement, discretion and respect for client confidentiality
- The ability to work independently while keeping the Financial Adviser informed
What's on offer
- Flexible part-time hours: 10 to 15 hours per week (flexibility by mutual consent)
- Location: Hayes, Kent (In person), with a future hybrid arrangement a distinct possibility
- A supportive, professional working environment
- Progression – there is potential for the role and responsibilities to increase as the role develops
If you believe you possess the commercial background gained from within a financial (or similar) environment, why not apply today. Alternatively, contact Bright Side Recruitment in confidence for any additional information
