Financial Services Administrator
18 hours ago
EIS Financial Services: The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families’ access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher’s Pension Advice. Purpose of the Role The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors. Additionally, this role holder will have responsibility for managing the day to day administrative requirements of the Glasgow office. Location This position is to provide maternity cover for a 12 month period and will be based in the EIS Financial Services offices in Glasgow. What this Job is expected to Do (Accountabilities) Manage the incoming post on a daily basis Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner Maintain client information in our CRM System Provide excellent customer service over the phone to both existing and prospective clients Act as the face of the company for customers who may visit the office Liaise with and follow up with third party providers, partners or other financial institutions as required Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clientsetc.) Prepare and issue client documentation as required Prepare invoices for payment using our Finance System (Xero) Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Report Update the CRM system to reflect incoming payments and allocate to the relevant accounts Deliver post to the local post office as required Ad-hoc office duties as required Comply with the risk control and regulatory requirements that are relevant to this role Maintain commercial awareness relevant to this role The level of Knowledge / Skills / Experience (Technical Competency) required for the role Experience using “Intelligent Office” the financial services CRM system will be an advantage Experience in general office administration is essential Experience providing excellent customer service over the phone is essential Experience in Life Policy administration is preferable Experience in Financial Services is desirable Experience using a CRM system is desirable Proficient in the use of Microsoft Packages (Word, Excel, Outlook) Excellent attention to detail Strong organisation skills Experience working collaboratively as part of a team The behavioural competencies that are essential for the job Approachable and a can-do attitude Quality-focused with a Customer First approach Excellent attention to detail Excellent communication skills Ability to learn and carry out tasks in line with procedure Works well within a team – shares info, collaborates with, supports other team members #J-18808-Ljbffr
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Financial Services Administrator
13 hours ago
Glasgow, United Kingdom EIS Financial Services Limited Full timeJoin to apply for the Financial Services Administrator role at EIS Financial Services Limited The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance...
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Financial Services Administrator
3 days ago
Glasgow, Glasgow City, United Kingdom EIS Financial Services Limited Full time £35,000 - £55,000 per yearEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's...
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Financial Services Administrator
19 hours ago
Glasgow, United Kingdom EIS Financial Services Limited Full timeA financial services company in Glasgow seeks a Financial Services Administrator for temporary maternity cover. The role includes managing administrative tasks for a small team, customer service over the phone, and processing documentation using Intelligent Office and Xero. Ideal candidates will possess excellent organisational skills, attention to detail,...
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Financial Services Administrator
21 hours ago
Glasgow, United Kingdom Cornmarket Insurance Services Full timeAbout EIS Financial Services The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to give members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products, including retirement planning, investment planning and teachers pension...
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Financial Services Admin
19 hours ago
Glasgow, United Kingdom Cornmarket Group Financial Services Ltd. Full timeA financial services provider in Glasgow is looking for a Financial Services Administrator to provide administrative support to their advisors. This role involves managing office communications, handling customer inquiries, maintaining client information, and ensuring excellent service. Experience in office administration and customer service is essential,...
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Financial Services Administrator
5 days ago
Glasgow, United Kingdom Cornmarket Full timeEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning Investment planning and Teachers...
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Financial Services Administrator
22 hours ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full time £28,000 - £36,000 per yearEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's...
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Financial Services Administrator
1 week ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full time £30,000 - £40,000 per yearEIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's...
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Financial Services Administrator
7 days ago
Glasgow, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Hybrid working - partly from either of our Glasgow or Gourock office blended with home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity...
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Financial Services Administrator
23 hours ago
Glasgow, United Kingdom Succession Wealth Full time**Financial Services Administrator - Wealth Management** **Excellent benefits package (see below for full details)** **Hybrid working, based partly from home and partly from our Glasgow office.** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the...
