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Financial Services Administrator
4 months ago
Eden Scott’s Client believe in the power of diversity and inclusion to drive success. We are excited to offer an opportunity for an Financial Services Administrator to join a team which is based in Dunfermline be a part of dynamic and inclusive workplace. Take the next step in your career now, scroll down to read the full role description and make your application. Our Client commitment to diversity and inclusion is at the heart of our their company culture. They welcome individuals from all backgrounds, experiences, and perspectives. The successful individual will join a supportive and collaborative team: You'll work with a team that values each other's unique contributions and fosters an inclusive atmosphere, where you can learn, grow, and be your best self. Key Responsibilities:
- Collaborate with directors, advisers, and paraplanners to deliver administrative support across all aspects of the financial planning process.
- Cultivate strong relationships with advisers, colleagues, and clients.
- Posses a good knowledge of platforms and providers.
- Handle the submission of new business and input data into our back-office system (Intelliflo).
- Coordinate with providers to gather pertinent client, product, and fund manager information for analysis and inclusion in advice reports.
- Prepare personalised illustrations, Key Features documents, product literature, etc., within specified timeframes.
- Assist with the completion of applications and ensure readiness for client signature.
- Provide technical support regarding income drawdown and demonstrate knowledge of income and capital gains tax.
- Utilise Analytics reports as needed by advisers.
- Conduct annual reviews, including documentation preparation and task management, while maintaining client service levels.
- Oversee fund switches and rebalances, ensuring accuracy and compliance.
- Maintain accurate and timely records of all communications with clients and product providers.
- Work collaboratively within the administration team supporting all advisers and paraplanners.:
- A good standard of education is essential.
- Previous experience in a financial planning environment is necessary.
- High level of administrative knowledge in regulated Financial Planning.
- Understanding of compliance issues.
- Strong personal organisation and time management skills.
- Proficiency in IT.
- Excellent attention to detail and accuracy.
- Strong communication skills, both verbal and written.
- Capable of multitasking and meeting various deadlines effectively..
