Financial Services Administrator - Part-time

Alfred Recruitment Llp
Solihull, West Midlands
22 Aug 2019
05 Sep 2019
Contract Type
Full Time
Position: Technical Financial Services Administrator - Part-time
Industry: Financial Services
Salary: £Negotiable DOE + Bonus, Pension, PMI, Critical Illness, Life Cover & Income Protection
Location: Solihull, West Midlands


This is a small IFA practice based in Solihull that have been providing bespoke independent financial advice to clients across the UK for several decades. They specialise in advising high net worth private and corporate clients.

This IFA Practice create their own investment proposition and model portfolios and as a result of increased administrations duties would like to welcome a Technical Administrator to the team.

As part of this position you will work closely with the practices investment professionals and will become a vital member of the team responsible for checking and managing all data, creating performance reports and assisting the Directors with ad-hoc business duties.

What's on offer:

  • Opportunity to join a growing, medium sized and family feel IFA practice
  • Unique part-time position, supporting practices investment proposition & portfolios
  • Diverse range of administration duties for technical investment advice
  • Work closely with Directors and external investment professionals
  • Full training within the position
  • Not corporate environment, flexible around time off/outside work commitments
  • Remote working and flexible hours offered
  • Excellent benefits & company social events

Requested experience:
  • Knowledge of Financial Services market
  • Previous experience as an Administrator within a Financial Services environment
  • Excellent attention to detail and a good working knowledge of Excel