Financial Planning Administrator

3 weeks ago

Glasgow City, United Kingdom Meraki Talent Ltd Full time

Financial Planning Administrator

Competitive Salary

Permanent

Glasgow

Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.


Responsibilities:


  • Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
  • Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
  • Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
  • Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
  • Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
  • Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
  • Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.


Background:


  • Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
  • Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
  • Strong attention to detail and accuracy in data entry and documentation.
  • Proficient computer skills, including MS Office Suite and CRM software.
  • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.


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