Administration Support Required

Virtual administrative support required 10-20 hours per week working a for a Financial Advice practice.

We are seeking someone who can work well remotely, is an expert in MS Office package and has strong analytical/maths skills and experience. Knowledge of investments, pensions and ISA's would be beneficial.

Must be able to learn and get to grips with a specialist back office CRM system in efficiently and effectively.

As we work in a highly regulated environment the individual must take pride in recording and detailing every action and keeping systems and data up to date at all times.

Whilst we need immediate support with basic tasks at outset we are looking for someone who is hungry to learn to enable them to do more comprehensive tasks including investment switches, valuation reports and more specialist financial services work.