Senior Financial Services Administrator (Financial Advice)

Senior Financial Services Administrator focuses on supporting the administration of the training & competency service, including data collation and reporting.

What the role involves

• Supporting the administration of the Training & Competency service, including data collation and reporting.
• Maintaining accurate records and management information.
• Carry out quality checks to ensure data accuracy and compliance.
• Supporting the team with general administrative tasks.
• Assisting with internal reporting and tracking of service activity.
• Supporting the delivery of the Academy, proactively identifying opportunities with members and conducting discovery calls where appropriate.

Skills and requirements

• Experience working in a compliance admin or business operations position in the financial advice, wealth or investment sectors.
• Knowledge of the Senior Managers and Certification Regime (SMCR).
• Strong organisational skills with the ability to manage priorities and meet deadlines.
• Desire to progress with relevant Financial Services qualifications - we'll support you with this!

Confirmed role details

• This is a hybrid role based at our Hamilton Office, Prospect House, Blantyre, Glasgow.
• Work in the office along side team colleagues 3 times each week: Tuesday to Thursday.
• The office offers free on-site parking and convenient motorway access.
• We are unable to provide Skilled Worker visa sponsorship.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through