Financial Services Administrator

3 weeks ago

Bow of Fife Fife, United Kingdom Eden Scott Full time

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. Make sure to apply with all the requested information, as laid out in the job overview below. 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.:
Person Qualification
  • 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..
If you are looking for a workplace where your unique skills and perspectives are valued, and you have a passion for financial services, please do get in touch we are dedicated to creating an inclusive environment where everyone can succeed. Email me your CV to in making a difference in the financial industry and promoting diversity and inclusion. Your journey to success starts here Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work. 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 or drop off a CV at 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.

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