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Administrator

3 months ago

Westhill, Aberdeenshire, United Kingdom Heat Recruitment Ltd Full time
Administrator
Aberdeen
Up to £28,000 (depending on experience)
Monday - Friday

During a period of growth, our partner is looking for someone to provide high quality Financial Planning Administrative and analytical support to the successful Financial Planners at the firm.

Main Duties

  • Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
  • Analysis: comparing products and providers with Financial Express Analytics & Selectapension
  • Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds
  • Suitability Letters: Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions
  • New Business Processing: Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion
What's on offer?

  • Career Advancement Programme
  • Competitive holiday entitlement increasing after 5 years' service including your birthday off.
  • Enhanced Family Friendly Policy
  • Generous Training & Development support and financial assistance
  • Group Income Protection
  • Group Life Assurance
* matched employer pension contributions

  • Private Medical Insurance
What's next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client