Part Time Administration Assistant

Dickins Heath, Solihull

Working hours:
10 – 15 hours a week, worked over 2-3 days.

Job Specification:

Providing administration support to a financial adviser, the duties of the role will include: 

  • Inputting application details onto computer systems for financial services products.
  • Scanning and uploading of documents.
  • Telephone calls and emails to clients to request additional information.
  • Telephone calls and emails to financial services providers to get status updates on applications.
  • Preparation of letters and other associated administration in relation to financial services products.
  • Dealing sensitively with confidential information.
  • Dealing with telephone enquiries.
  • Helping with general administration.
  • Opportunity for the job role to develop to provide administration support for pensions and investments.

Person Specification

Essential skills:

  • Previous experience in an administrative support role.
  • Attention to detail.
  • Excellent organisations skills.
  • Strong IT skills – previous experience of using various IT systems.
  • A professional and bright telephone manner with the ability to deal with information in an empathetic and confidential way.
  • The ability to work on own initiative and take a proactive approach to the role.

Previous experience of administration in financial services would be advantageous but is not essential as full training will be given.

£8.00 - £9.50 per hour (dependent upon experience)
The ability to work on a self-employed basis is highly desirable.


For more information please call Sarah Moore on 0121 6616495 or email This email address is being protected from spambots. You need JavaScript enabled to view it.