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Full or Part-time Financial Services Administrator

4 months ago

Fife Scotland, 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.
Our Client commitment to diversity and inclusion is at the heart of our their company culture. Collaborate with directors, advisers, and paraplanners to deliver administrative support across all aspects of the financial planning process.
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., Provide technical support regarding income drawdown and demonstrate knowledge of income and capital gains tax.
Conduct annual reviews, including documentation preparation and task management, while maintaining client service levels.
Work collaboratively within the administration team supporting all advisers and paraplanners.:

Previous experience in a financial planning environment is necessary.
High level of administrative knowledge in regulated Financial Planning.
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.
com in making a difference in the financial industry and promoting diversity and inclusion. Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.