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Financial Services Administrator

3 months ago

Perth, Perth and Kinross, United Kingdom Zoop Recruitment Full time
Zoop are delighted to be recruiting a Financial Services Administrator for a new and fresh financial services business.


This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.


Key Responsibilities:

  • Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded.
  • Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed.
  • New Business Submission: use client database to track new business and current position, updating planner accordingly.

Person Specification:

Knowledge

  • Must have excellent understanding of the financial planning process.
  • Must have excellent communication skills and telephone manner

Experience

  • Minimum of one year in a Financial Services Administration Role
Bringing together like-minded companies to provide the optimum range of advice and products for their clients. They advise a wide range of clients including large and small businesses, entrepreneurs, owner-managers, senior executives and individuals.

Their team of experienced planners and consultants will help to make life changing decisions - empowering them to take control of their financial future, both personally and in professional life.


Zoop Recruitment are an independent Recruitment Specialist based in the East Midlands, we pride ourselves on providing the highest quality of staff.

If this job role doesn't quite suit your requirements, please get in touch to see what other opportunities we have available, or visit our website on:

Job Types:
Full-time, Permanent

Salary:
Up to £28,000.00 per year

Schedule:

  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Perth: reliably commute or plan to relocate before starting work (required)

Experience:

  • Financial Administration within an IFA firm: 1 year (preferred)

Work Location:
Hybrid remote in Perth

Reference ID:

JGP