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Administrative Professional

2 months ago


Cumbernauld, North Lanarkshire, United Kingdom Reed Full time

Exceptional Opportunity for a Financial Services Administrator

We are seeking an experienced and skilled Financial Services Administrator to join our team at Reed. As a key member of our operations team, you will play a vital role in supporting our financial planning business.

Key Responsibilities:

  • Client Record Management: Creation, tracking, and maintenance of client records to ensure accurate and up-to-date information.
  • Report Preparation: Drafting and preparing reports for clients and internal stakeholders.
  • Application and Fee Processing: Processing applications and fees for investments, life insurance, and pension policies.
  • Trade Execution: Placing trades on behalf of clients.
  • Investment and Policy Administration: Ongoing administration of clients' investments, life insurance, and pension policies.
  • Client and Provider Liaison: Regular communication with clients and providers to ensure seamless service delivery.

What We Offer:

  • Competitive Salary: A highly competitive salary based on experience.
  • Annual Leave: 35 days annual leave for relaxation and rejuvenation.
  • Collaborative Team Environment: A supportive and collaborative team environment that fosters growth and development.
  • Study Support and Career Opportunities: Opportunities for professional development and career advancement.
  • Pension Contribution: 8% employer pension contribution for long-term security.
  • Comprehensive Benefits Package: A comprehensive benefits package, including PHI, to ensure your well-being.