Financial Services Administrator

1 week ago


Edinburgh, Edinburgh, United Kingdom Forth Capital Full time

About the Role


As a key member of the International Services Team at Forth Capital, you will be supporting our Financial Advisors with their business processing, client meetings and reports.


About Us


Forth Capital is a leading International Financial Planning firm, committed to delivering exceptional financial solutions to our clients worldwide. Our mission is to provide personal, high-quality financial advice that empowers our clients to achieve their financial goals.


Key Responsibilities


The successful candidate will be responsible for:



  • Processing new business applications
  • Assisting advisors with client review packs and valuations
  • Maintaining cash balances within portfolios
  • Processing income requests
  • Recording business on our back-office CRM, Xplan
  • Ensuring Xplan is up to date with documents, tasks and client details
  • Supporting ad-hoc project work

Required Skills and Qualifications


We are looking for a candidate with:



  • 3+ years in a Sales Support/Administration role within a financial advice firm
  • Excellent analytical skills with meticulous attention to detail
  • Methodical and diligent approach with outstanding planning and reporting abilities
  • Working knowledge of financial CRM systems (preferably Xplan)
  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office: Excel, Word and PowerPoint
  • Positive attitude, highly motivated
  • Ability to prioritise and manage own workload
  • Ability to adhere to timescales

What We Offer


Opportunities for professional growth and development


The chance to make a significant impact in a leading International Financial Planning firm


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