Financial Services Administrator - Glasgow, United Kingdom - Tenet

Tenet

Verified Company

Glasgow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Salary:
£25,000 per annum

Location:
Hillington, Glasgow

Full-time role

Office-Based

An excellent opportunity has arisen from within a long-established and reputable financial advice firm for an experienced Financial Services Administrator to join their thriving team.

If you enjoy the support side of financial planning, care about the clientexperience, and have experience in IFA administration then this could be the opportunity you've been looking for

About the role:

This role is one which allows you to make a positive contribution through your support of the team, work consistently and collectively on a variety of tasks in a fast-paced and flourishing office.

You will be interacting with a range of people, from clients,to colleagues, to providers.

Core duties and responsibilities:

Assisting the advisers in meetings, aiding on tasks such as factfinds, risk assessments, ongoing reviews, and other adhoc queries/projects.
Being a friendly face, greeting clients when they come into the office and ensuring their comfort.
Corresponding with investment managers, paraplanners, solicitors, accountants, mortgage brokers, providers, and client.
Providing research for the preparation of suitability reports and ordering illustrations.
Producing risk reports and ongoing review reports, valuations, and investment analytics.

About you:

You will have experience in administration, ideally in financial services, and be driven to improve, pick up new skills, and deliver excellent service to the firm's clients.

Ideally you will:

Have a working knowledge of Intelligent Office (IO), accurate data inputting skills and be able to operate investment systems.
Have a confident telephone manner, excellent communication skills both verbal and written, be able to build and maintain relationships with colleagues and clients.
Enjoy working in a team and playing a vital support role that is fundamental to the running of the office.
Be able to demonstrate quality administrative skills, with a care for detail and in accordance with FCA regulation.

Benefits: