Financial Advice Administrator

1 month ago

Aberdeen, United Kingdom Openwork Services Limited Full time

Role: Financial Advice Administrator

Location: Aberdeen

Salary: £27,300 to £31,200 (Depending on experience)

We are recruiting for one of our partnership businesses who are looking for a Financial Advice Administrator to join their office based in Aberdeen.

This is a well-established family run business that has a caring and friendly approach to both their clients and staff. The small but strong and experienced team has worked together for many years and is looking for an experienced individual keen to join the team.

They have created a working environment which is enjoyable and challenging - making it professional but also personable. They are looking for an individual to join the team and who is looking to further their existing skills and knowledge, progress their career and support the business.

Support offered when needed on both personal development and any on-going training that may be required for your role.

In addition to an attractive salary of £27,300 to £31,200 (depending on experience), you will also receive an opportunity to opt-in to a company pension scheme and 25 holidays plus bank holidays.

Duties & Responsibilities/Core Duties

* Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records.

* Understand and deliver all client facing material for new business and servicing meetings

* Obtain provider quotations, illustrations and supporting documentation in preparation for client meetings.

* Obtain valuations and information about clients existing policies and investments.

* To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.

* Prepare Suitability Report templates for client reviews, ongoing service events and new business applications

* To manage ad hoc client administration and communication such as changes of address, requests for documentation etc.

* Provide administrative support to other members of staff as and when required.

* Answer incoming calls/emails and distributing messages to the relevant team member in order to resolve the clients or provider enquiry.

* Ensure that all admin diary tasks are checked and completed each day

* Contacting clients existing providers in order to obtain policy specific information which will be used for transfer analysis and reporting purposes

* To complete and submit applications to the investment platforms / product providers and monitor the relevant systems to ensure acceptance and completion for each client

Personal Attributes

* Ability to work independently and use your own initiative but to also work as a team and contribute.

* Approach work positively with a can-do attitude and take responsibility for your tasks

* An organised individual who enjoys administration.

* An advocate for continuous improvement and embracing change

* Diligent and responsible. Critical to ensure that tasks are checked and completed as agreed, and in a timely manner.

* Proactive in following up on outstanding tasks to ensure that they are completed as quickly as possible.

* A good communicator who can ensure clients are kept up-to-date with the progress of any changes implemented

* Experience and knowledge of office routines and skills with Microsoft Office packages

* Experience using FE tools and/or Investment Platforms is useful but not essential

* Compliance - understand and adhere to both the Practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies.

* Knowledge and Learning - We are looking for someone who has some industry knowledge but more importantly is keen to learn on a continuous basis. Successful completion of any mandatory training requirements is required. Support for professional qualifications may also be offered also.

* Data Protection - an awareness of Data Protection requirements as you will be working with clients personal information and be involved with maintaining client confidentiality.

This role is as much about you as a person as it is about your experience. They want the right fit for a long term career in the business.

To find out more and to apply, please click below

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