Financial Advice Administrator

The Vacancy
We currently have an exciting opportunity to join our Personal Wealth Business as a Financial Advice Administrator on a full time time basis in either our Glasgow or Edinburgh Office.

Though this is a varied role, your key tasks will include:

• Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients
• Working closely with the financial adviser and paraplanner to ensure a high standard of advice and service to clients
• Working closely with the provider admin to ensure they have the information required to communicate and liaise effectively with external product providers to obtain policy specific information and to ensure business is completed within SLAs
• Populating and maintaining client records within our IO database
• Producing all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations
• Processing all new business documentation in accordance with the agreed service and quality standards
• Dealing with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor
• Providing professional customer service to new and existing clients via telephone, email and face to face when required
• Processing and scanning post

To enjoy and succeed in this role, you will have:

• Have experience within an IFA/Financial Planning firm
• Have experience of IO back office software
• Have strong excel and word skills
• Be experienced with dealing with product providers regarding a range of pensions and investments
• Be integral to seeing business through from the start to the end of the process, which may also involve dealing with clients
• Good working knowledge of IO database is preferred
• Sound knowledge of Microsoft Word, Excel and PowerPoint

About You

• Thorough, with a high degree of accuracy
• Excellent attention to detail
• Able to multi task and prioritise effectively
• Excellent communication skills
• High level of organisational skills
• Team player with a hands-on motivational approach

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support.

In addition to a competitive salary and access to our profit share scheme, we offer:

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two 'in-office' days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.

We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.

To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we'll be happy to discuss your individual circumstances further with you.

About Us
Together, we've been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we're one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.

We're committed to developing our people and encourage everyone to carve out their own career path. We've many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn't limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers
here
.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.

Together, we can make this the best job you'll ever have.

We Offer
Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that's helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.