Senior Administrative Professional
1 month ago
A fantastic opportunity has arisen for a highly motivated individual with strong administrative experience and a keen interest in report writing and production to join Heat Recruitment, a leading wealth management organisation based in Glasgow.
In an office setting that boasts excellent transport links via rail and motorway, this role offers a chance to invest in your future by providing study support towards a diploma, as well as opportunities for report writing learning, development and practical experience.
- Process new business applications and manage post-sale requests to completion, ensuring seamless client experiences.
- Develop and expand on the skillset required of a Paraplanner, including conducting research, preparation of financial reports, and drafting of recommendations that drive business growth.
- Provide exceptional client service through various channels, including phone, email, and in-person interactions.
- Maintain accurate records and update databases regularly to ensure compliance with all relevant regulations and internal procedures.
- Organise client review processes, including scheduling and preparing necessary materials to facilitate effective communication.
As a Senior Administrative Professional, you will be responsible for ensuring the smooth operation of our finance team, working closely with colleagues to enhance client experience and service delivery. If you have a passion for administration and a desire to progress in a dynamic environment, please apply with your full CV.
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Administrative Professional
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