Financial Administrator

Job Type: Part Time

Location: Wantage (Remote)

Salary: £20,000 - £24,000per annum (pro rata)

Job Description:

We are currently recruiting on behalf of a sole trader based in Wantage for a Part-Time Financial Administrator to support their business remotely. Due to growth and increased work load they are looking to bolster their team with the addition of a part time Financial Administrator to help support the Practice Principal and help deliver great mortgage and financial advice to their clients. This role is ideal for someone with proven experience in financial administration, offering flexibility and the opportunity to work independently.

This role is a work from home role but you’ll need to be based in Berkshire to attend the occasional face to face meeting. This is a part time role with 12 to 16 hours a week needed, with an hourly rate of £15ph.

Key Responsibilities:

• Provide essential support in various administrative tasks

• Maintain accurate records and manage documentation

• Follow up with clients, assisting them in preparing a complete set of documents

• Perform general administrative duties such as filing, photocopying, scanning, and posting documentation

• Provide regular updates to clients, ensuring all important information is communicated clearly

• Input data into CRM and Excel spreadsheets
• Ensuring compliance with relevant financial regulations.

Required Skills & Qualifications:

• IT literate; proficient in Microsoft Office 365 (Outlook, Word, Excel).

• Previous financial administration experience

• Strong organisational and communication skills

• Ability to prioritise workload and multitask effectively

• Attention to detail and confidence in using the telephone

• A genuine desire to help others.

If you’re ready to take the next step in your career and become part of a thriving team, we want to hear from you!