Financial Services Administrator

2 weeks ago

Inverness, United Kingdom MCM Investment House LLP Full time

We are looking for someone who is confident and articulate, has excellent communication skills and is able to effectively manage an extremely busy and varied workload.

**Essential**

**One years’ experience within an Independent Financial Planning firm / Wealth management practice.**
- Ability to work as part of a team
- Proficient in use of Microsoft Office and Outlook
- Ability to work within defined business processes to comply with regulators requirements.
- Participate in relevant job training and continuous professional development to maintain competence.
- Be proactive have excellent time management and organisational skills

**Role & Responsibilities - assisting with the following**:

- Preparation of new and existing client review packs for client meetings
- Production of accurate client portfolio valuations and statements
- Organising client and internal meetings
- Linking incoming and outgoing relevant documentation and correspondence onto client files/ back office system including:

- All written and electronic correspondence
- Ensuring electronic client files are organised and updated to ensure information is easily accessible when required.
- Working with Adviser and team to organise and manage diary and tasks

**Regulatory requirements**
- Ensuring all tasks are carried out within FCA regulatory requirements
- To ensure that all activity complies with the company procedures

**Package**
- Full time position (35 hours per week) or Part-time with a minimum of 20 hours per week.
- Real career progression if applicable
- Exam funding if applicable
- Holiday entitlement 30 days, including public holidays.

**Job Type**: Permanent

**Salary**: £20,000.00-£30,000.00 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Inverness, IV1 1DF: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Inverness, IV1 1DF

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