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Hlfp - Senior Financial Services Administrator

2 months ago

Dundee, United Kingdom Henderson Loggie Full time

**Dundee or Edinburgh**:
Henderson Loggie Financial Planning Ltd is a wholly-owned subsidiary of Henderson Loggie LLP. We provide specialist, independent financial advice to businesses and individuals located across Scotland.

At Henderson Loggie & Henderson Loggie Financial Planning Ltd, our people are at the very heart of what makes us stand out from our competitors. We provide a wide range of services and work collaboratively across the Firm to ensure that our clients receive the best advice and exceptional customer service.

Due to continued growth, we are recruiting for a Senior Financial Services Administrator to join our team. Our admin team, work across all offices, and so, location isn’t an issue but there will be a requirement to be in the office for part of each week.

The role will involve providing administration support to directors, advisers and paraplanners. This will include liaising with investment and pension companies to request and collate information relating to our client’s plans. To succeed in this role you will have Financial Services experience and a good knowledge of working with various Financial Services providers and products (ISA’s, GIA’s etc).

**Main Responsibilities include**:

- To work with the Consultants and paraplanners in all aspects of administration support.
- To develop strong relationships with the Consultants, colleagues and clients
- Liaise with providers to obtain relevant client, product and fund manager information for consultants and paraplanners to analyse and include within advice reports
- To produce personalised illustrations/Key Features documents/product literature etc within laid down timescales
- Provide technical support dealing with income drawdown and knowledge of income and capital gains tax required
- To keep accurate and timely records of all communications with clients and product providers.
- Working as part of the administration team across all Financial Planning Consultants and Paraplanners

**Requirements**:

- Good standard of Education essential (Higher Grade)
- Previous experience in a financial planning environment essential
- High level of technical knowledge in regulated Financial Planning
- Good understanding of compliance issues
- Good personal organisation skills and time management skills; ability to manage upwards
- Good attention to detail and a high level of accuracy
- Excellent communication skills (verbal, written and IT)
- A confident, team player who will take ownership of their work

**What you can expect**:

- A competitive salary
- 31 days holiday per year
- Discretionary Bonus Scheme
- Continuous training and support
- Life Insurance
- Generous pension contribution
- Perkbox
- Dress for Your Working Day policy
- Agile Working Policy
- Flexible Working