Financial Controller

1 week ago


Aberdeen, Aberdeen City, United Kingdom Openwork Services Limited Full time £27,300 - £31,200

Role:
Financial Advice Administrator

Salary:
£27,300 to £31,200 (Depending on experience)

We are recruiting for one of our partnership businesses who are looking for a Financial Advice Administrator to join their office based in Aberdeen.

They are looking for an individual to join the team and who is looking to further their existing skills and knowledge, progress their career and support the business.

Support offered when needed on both personal development and any on-going training that may be required for your role.

In addition to an attractive salary of £27,300 to £31,200 (depending on experience), you will also receive an opportunity to opt-in to a company pension scheme and 25 holidays plus bank holidays.

Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records.

Obtain provider quotations, illustrations and supporting documentation in preparation for client meetings.
Obtain valuations and information about clients existing policies and investments.
To manage ad hoc client administration and communication such as changes of address, requests for documentation etc.
Contacting clients existing providers in order to obtain policy specific information which will be used for transfer analysis and reporting purposes
To complete and submit applications to the investment platforms / product providers and monitor the relevant systems to ensure acceptance and completion for each client
Experience and knowledge of office routines and skills with Microsoft Office packages
Experience using FE tools and/or Investment Platforms is useful but not essential

Compliance - understand and adhere to both the Practice and Openwork's systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies.

Successful completion of any mandatory training requirements is required.

Data Protection - an awareness of Data Protection requirements as you will be working with clients personal information and be involved with maintaining client confidentiality.

They want the right fit for a long term career in the business.

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