Financial Services Administrator

Recruiter
Confidential
Location
Dundee
Salary
19000.00 - 22000.00 GBP Annual + Pension and Benefits
Posted
08 Feb 2021
Closes
01 Mar 2021
Contract Type
Permanent
Hours
Full Time
I am currently working with a professional Wealth Management firm in Dundee who due to heavy work volumes and continued growth are looking to expand their support team.
This is a great opportunity to be part of a close knit team as an IFA Administrator, providing shared support to a group of Financial Advisers within the business.
Daily tasks shall include but are not limited to:
* Processing of pensions and investment applications
* Acting as a point of contact to new and existing clients, ensuring a professional and efficient service at all times.
* Contacting product providers to chase up information, sending out LOA's and updating the inhouse database.
* Preparing pre-sale client packs, valuations and suitability reviews.
* Managing own diary and workload as well as others
The ideal candidate shall have existing experience providing administrative support to a financial adviser within a wealth management or financial planning firm. Have excellent communication and organisiation skills, experience submitting new business applications and navigating various platforms, where exposure to Xplan would be advantageous.
In return, our client offer the opportunity to be part of a friendly team of professionals offering long term flexible working where the successful candidate shall have the option to continue to work from home a few days a week indefinitely
To note your interest or know more about this opportunity, please click apply now to discuss taking your application further

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