Administrative Assistant
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. ..... full job details .....
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