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Administrator (Part-time), in Aztec West

Your People Partners Ltd
Job LocationAlmondsbury
EducationNot Mentioned
Salary24,000 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , part-time

Job Description

Are you a talented Administrator and looking for a part-time roleYoud enjoy supporting one busy financial advisor and their clients visiting their Aztec West, Bristol officeAnd looking for a part-time role (21 hours per week)If youre nodding, then you could be perfect for this company.About Kilsaran Financial Planning:Kilsaran Financial Planning takes the time to listen and understand what is needed and offers expert, trusted financial advice.Established in 2015 by financial expert Stephanie Beddis, Kilsaran Financial Planning tailors their service and solutions to suit every individuals needs, time and overall circumstances.Stephanie has recently started to increase the number of companies she helps by offering complimentary financial wellbeing consultations.Your new role as the Administrator:In your new role, youll be working with the business owner, a financial adviser. Your role as their Administrator is to support the day-to-day running of the Practice.Its a widely varied role which includes:

  • Regulatory requirements (lots of training available so please dont worry if youve not worked in a regulated sector previously);
  • Client support/customer service;
  • Data Input;
  • Contacting pension providers to gather information;
  • Writing client letters and emails;
  • Pre-meeting administration;
  • Welcoming clients to the office; and
  • All the things that need to happen so the Practices clients are well looked after promptly
What does success look likeIf youre working well with the Partner, this will mean youll rarely see them as theyll be out with clients and nurturing potential new clients. If you need to have lots of face to face contact with your Line Manager this may not be the right role and environment for you.About your background and what you bring to the table:Youre an experienced and detail-focused administrator, who:
  • Excellent customer service skills (face-to-face, email and phone)
  • Good letter writing skills
  • Exploring, learning and implementing new systems, so good PC/computer/systems skills are a must
  • Supporting one very (very) busy business owner
Additionally, its crucial that you have the following:
  • Solid organisation and time management skills.
  • Outstanding communication skills (in-person, written and by phone).
  • Strong numeracy skills - you dont need to be an accountant, but being able to spot discrepancies in an invoice or paperwork is vital.
  • Strong English literature and grammatical skills
  • IT/PC skills, including picking up new systems and platforms easily.
Is this your next career moveIf so, please send us your CV and well send a short questionnaire as we would like to get to know the person behind the CV before making any decisions on who to invite for a phone/video interview.
  • Salary: £24,000 (full-time equivalent salary)
  • Prorated salary: Prorated salary for 21 hours per week is up to £14,400 per year (dependent on experience)
  • Bonus: Bonus based on performance (to be discussed in interview)
  • Based: Aztec West, Bristol (parking space provided)
  • Working hours: Monday (10am-4pm) then Tuesday, Wednesday and Thursday (10am-3pm)

Keyskills :
Data EntryFinancial ServicesTelephone MannerDatabase AdminLetter Writing

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