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Financial Services Administrator

1 month ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

Eden Scott's Client is currently seeking Financial Support Administrator to work with their current team based in their Glasgow Operations

The successful individual will be involved in the day to day administration tasks

Responsibilities

  • Work closely with the Paraplanning team to ensure workloads are carried out in a time efficient manner.
  • Provide administration support to the team on a daily basis, with duties include but are not limited to; New Business
  • Contacting clients, liaising with providers, updating online systems and producing valuations.
  • Provide technical support
    • Liaise with providers to obtain relevant client, product and fund manager information for advisers and paraplanners to analyse and include within advice reports.
    • Fund switches and rebalances, checking peer work.
      • Maintain up to date client files and data.
      • Obtain illustrations, valuations and other information, etc.
      • Process and track applications.
      • Receive and implement requests from planners and para-planners
      • Prepare annual review listings by month.
      • Prepare and issue annual review data (fact find, etc.) to clients.
      • Liaise with clients and providers.
      • Operate within the compliance and corporate standards of the business.

Person Specification

  • Interpersonal - team working and communicating with clients remotely.
  • Proactive, willing to continue to develop, enthusiastic.
  • Highly organised, methodical, disciplined, and meticulous.
  • Able to prioritise.
  • Computer literate (Word, Excel, back office).

Please only apply if you have relevant experience

Don't miss out on this fantastic opportunity, apply now. To discuss this role in more detail, then please contact me Karen Kerr on 0131 5501129 or email Karen.kerr@edenscott.com

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent