Administrator - Financial Services
- Recruiter
- Confidential
- Location
- Edinburgh
- Salary
- Approx. GBP20,000 depending on exp
- Posted
- 04 Jun 2021
- Closes
- 02 Jul 2021
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
On behalf of an established Wealth Management Partnership (FTSE 100 company) based South West of Edinburgh we are recruiting for an Office Administrator.
* To provide full administration support to the Advisers and Practice.
* Submit illustrations and submissions.
* Support the Practice in gaining new prospects and clients
* Write letters and answer incoming telephone calls
* Prepare, send and update DB Letters of Authority
* Request information from Policy Services for Reviews
* Prepare Half Annual and Annual Reviews
* Sense-check that all relevant information required for writing client reports are available for Paraplanner and seek clarity on outstanding information
* Creation of PMI illustrations.
* Oversee the maintenance of accurate and up to date client information
* Liaise with the Partner/Adviser/Client as appropriate to fill any information gaps
* Completing Expense Claims for any expenses due and send to Practice Manager for reimbursement.
* Support marketing events as and when required.
* Experience in financial services industry especially pensions would be an advantage.
* Excellent attention to detail.
* Proven administration and typing skills
* Knowledge of Microsoft Office. - Teams, One Note, Excel, Word,
* Excellent communication skills -written, verbal & face-to-face.
* Planning and organisational skills.
* Ability to prioritise.
* Problem solving and decision-making ability
* Ability to build rapport with Clients, Office Administration and Sales Management Teams.
* Ability to work in a small fast paced team
* This role is based within the office
* To provide full administration support to the Advisers and Practice.
* Submit illustrations and submissions.
* Support the Practice in gaining new prospects and clients
* Write letters and answer incoming telephone calls
* Prepare, send and update DB Letters of Authority
* Request information from Policy Services for Reviews
* Prepare Half Annual and Annual Reviews
* Sense-check that all relevant information required for writing client reports are available for Paraplanner and seek clarity on outstanding information
* Creation of PMI illustrations.
* Oversee the maintenance of accurate and up to date client information
* Liaise with the Partner/Adviser/Client as appropriate to fill any information gaps
* Completing Expense Claims for any expenses due and send to Practice Manager for reimbursement.
* Support marketing events as and when required.
* Experience in financial services industry especially pensions would be an advantage.
* Excellent attention to detail.
* Proven administration and typing skills
* Knowledge of Microsoft Office. - Teams, One Note, Excel, Word,
* Excellent communication skills -written, verbal & face-to-face.
* Planning and organisational skills.
* Ability to prioritise.
* Problem solving and decision-making ability
* Ability to build rapport with Clients, Office Administration and Sales Management Teams.
* Ability to work in a small fast paced team
* This role is based within the office