Administrator - Financial Services

Approx. GBP20,000 depending on exp
04 Jun 2021
02 Jul 2021
Contract Type
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