Administrator Financial Services

The Role Our Client is looking for a full-time Financial Services Administrator to join their friendly and enthusiastic team in their Glasgow or Edinburgh Office. The successful candidate will work in a team that deals with client queries relating to life assurance, pensions, and investments, as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties. Full training will be given. The Business Our client is a great Financial Planning firm with a good reputation. The whole team takes pride in their work and places high levels of emphasis on client care and providing a tailored solution. Our client has long-standing relationships with a great deal of their clients and has an excellent client-retention rate to go with this. They have grown consistently over the last few years and are a forward-thinking firm that embraces technology and prides itself on the technical knowledge that their team provides, along with the high levels of customer service. The Key Duties Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries. Screening phone calls, enquiries, and requests, and handling them where appropriate. Preparation of client review packs. Processing New Business and Illustration requests. Back office support. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate, and compliant. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules, and regulations. Requirements Previous experience working in a Financial Advice firm is advantageous. The role requires a reliable individual who has the ability to manage and prioritise workloads. Role holders will be motivated, friendly, and professional at all times. Outstanding communication skills at all levels. Ability to produce business correspondence and proof-read for grammar, spelling, and punctuation with a high degree of accuracy. Analytical and problem-solving skills. Confident with IT and office software packages (Word, Excel, PowerPoint, etc.). Benefits 24 days holiday (rising with length of service) plus Bank Holidays. Pension and Life Assurance.

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