Administrative Support Professional

5 days ago


Edinburgh, Edinburgh, United Kingdom CV Library Full time

About CV Library

We are a respected institution in the financial services sector, offering a range of exciting opportunities to talented individuals.

Key Responsibilities:

  1. Deliver high-quality administrative support to financial planners and ensure that new business is processed efficiently.
  2. Develop strong relationships with clients and product providers, providing exceptional customer service and support.
  3. Prepare detailed reports and presentations for financial planners, ensuring accurate and timely completion of tasks.
  4. Collaborate with the Financial Planners to develop and implement effective solutions for clients, ensuring compliance with regulatory requirements.
  5. Utilize provider systems to generate valuations and maintain up-to-date records, ensuring seamless communication and cooperation.
  6. E nsure that all necessary documentation is complete and accurate, adhering to strict deadlines and quality standards.
  7. Perform anti-money laundering checks on clients, maintaining confidentiality and discretion at all times.
  8. Support the paraplanning team with client reviews, contributing to the delivery of exceptional client experiences.

Our Requirements:

To succeed in this role, you will require 2 years plus experience in a similar support role within the financial services sector, ideally from an IFA. A good understanding of financial service products and compliance is essential.

What We Offer:

A highly competitive salary of £28,000 - £32,000 per annum, a dynamic working environment and a comprehensive benefits package, making it an attractive opportunity to progress your career.



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