Practice Support Specialist - Glasgow, United Kingdom - Gilson Gray

Gilson Gray

Verified Company

Glasgow, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

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Description

Who We Are
Gilson Gray Financial Management are part of Gilson Gray Law Firm. A comprehensive law firm, offering expert legal, property and financial services. We support clients throughout their entire lifetime.

Gilson Gray Financial Management provide a wide range of services whether clients are looking to build, grow, protect or preserve their wealth.

Based in Glasgow and Edinburgh, GGFM focus on ensuring we provide the highest level of advice and on-going service to our clients.

We are ambitious and have an increasing number of advisers and support staff aiming to grow our market presence significantly.

We have doubled the business in the last six months. We pride ourselves in looking after our clients personally.

Our Team
We have a highly engaged, collaborative team that support each other. We work hard but take time to celebrate success also.

We are a company that cares about building an inclusive, collaborative place to work where you can stretch yourself, personally and professionally.

We value a diverse team and believe the variety of experiences and backgrounds in our team make us stronger.

We have hybrid working in place along with excellent career development opportunities and networking.

We are looking to hire a Practice Support Specialist to join our Team. This is a highly important role so you will need experience in financial services demonstrating excellent client outcomes.

The Role
As a Practice Support Specialist at GGFM you'll be responsible for:

Tasks

Provide support on products and services to Advisors and Clients
Prepare, complete and submit investment related documents such as trust forms
Process withdrawals, fund switches, letters of authority and update on Salesforce
Issuing Letters of Authority for the Practice and day to day management of this key activity
Managing the Practice pipeline of new business and contributing to meeting monthly targets by diligent oversight of this
Managing relationships with Clients when required on behalf of Advisors
Being a key point of contact for the Practice for St. James's Place Administration Centre
Responsible for all incoming and outgoing paper Client documentation to ensure 100% accuracy and meets brand requirements
Maintain accurate client information, files/records, ensuring that clients are placed into a review system on Salesforce as agreed with the Partner
Support the advisers to ensure the endtoend business process is adhered to and tracked efficiently in line with regulatory standards
Attend and contribute to regular update meetings and workshops as offered by St. James's Place;
Maintain technical competence at an appropriate level to meet the requirements of the role
Gather ceding scheme information from third parties and update on Salesforce

Required Knowledge and Experience:

Previous experience of working in a Financial Services role
Demonstrate the ability to work under pressure in a highly regulated environment
Able to pass regular internal testing of knowledge and regulatory CBTs
Take pride in producing high quality, accurate and timely information
Demonstrate excellent verbal and written communication skills
Previous CPD record of achievement
Experience of using client management systems
Broad experience of Microsoft Office, advanced Excel and experience of using Salesforce
Have excellent social and interpersonal skills dealing with clients
Have excellent communication, organizational and attention to detail skills
Problem solving and analytical skills
Ability to work as part of a large team and contribute to the overall business aims
Ensure that your actions are consistent with the culture of the business.
Consistently strive to be the best you can be.

Benefits

A competitive salary with annual review and potential bonus award depending upon performance
Full training and career development plans including St. James's Place Accreditation and support to complete R0 exams
32 days holiday a year (inc. Bank Holidays)
3 x Death in Service Benefits
Membership of an occupational pension scheme
Wellbeing initiatives and opportunity to access online Health Provider
Hybrid Working

While this position is Glasgow based, we operate a hybrid working model so remote working during the week is available.

Job Type:
Permanent

Benefits: