Financial Administrator - Aberdeen, United Kingdom - Buchan Wealth Management

Description

An exciting new opportunity has arisen for a Financial Administrator to join a busy team within Buchan Wealth Management who are a highly successful Appointed Representative of St.

James's Place Wealth Management Plc.

St.

James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base.

St. James's Place Wealth Management has funds under management in excess of £140bn.

Buchan Wealth Management has been highly successful and experienced year on year growth since it was established in 1997. Based in Aberdeen, currently located at Neo House which is easily accessible by road/rail. Free parking is provided on a first come first served basis.

This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

The role

You will provide efficient administrative support to the Advisers within the practice in respect of the business generated and the servicing of existing clients.

You will produce all the relevant paperwork for the client, on behalf of the Advisers, including, quotations, illustrations and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards.

You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

The person

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work.

You must be able to show initiative, have excellent IT skills and be a strong communicator.

As you will have contact with clients, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.

You will have been working within an IFA or Wealth Management environment and have Financial Services industry experience with up-to-date knowledge of FCA regulations.

Job Types:
Full-time, Permanent


Salary:
£20,000.00-£28,000.00 per year


Benefits:

• Company pension
• Onsite gym
• Onsite parking
• Private medical insurance

Schedule:

• 8 hour shift
• Holidays
• Monday to Friday
• No weekends

Ability to commute/relocate:

• Aberdeen: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial services: 1 year (required)

Work Location:
One location

Application deadline: 16/06/2023