Job Description

This is not an employed post and is presently a temporary part-time requirement to help me as a Financial Adviser. You choose the hours to work within the time-frame of each particular project. Work and communicate online from home to eliminate travel and deliver results on-line.

The work will be on behalf of a Senior Partner of a publicly quoted wealth management group.

The "salary" entered is only broadly indicative because the hourly rate for individual projects or ongoing work is negotiable. You will be responsible for your own tax and National Insurance contributions as applicable.

Payment will be made on the basis of timesheets (or if you prefer invoices) with a payment in advance and periodically over the project period. The objective would be to agree with you what would be fair.

Work elements include but are not limited to:

• Financial data entry to Confidential Review software.
• Illustration and Wealth Account preparation.
• Marketing projects including follow-through of leads-generation to appointments.
• Client contact by telephone.
• Diary management.
• Client record maintenance.

I am authorised and regulated by the Financial Services Authority and am responsible to the Data Protection Registrar for the confidentiality and integrity of client data. Accordingly a confidentiality agreement will need to be signed and security questions asked.

While acknowledging the limited nature of this job opportunity it might be helpful to say that knowledge of legal and financial documentation will be useful but not essential as it is more important to have transferable high-quality keyboard, administrative and interpersonal skills and the flexibility to work in a piecemeal way.

It is quite likely the initial requirement will be quite lightweight but if the arrangement is satisfactory it should gather momentum.

This description is not intended to be comprehensive as essential detail can be discussed on an individual basis before commitment by either of us.