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    Administrator / Finance Officer - Glasgow, United Kingdom - Paradigm Employment Services

    Paradigm Employment Services
    Paradigm Employment Services Glasgow, United Kingdom

    Found in: Jooble UK O C2 - 3 days ago

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    Description
    Financial Administrator


    Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Glasgow area.

    Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.


    Main Responsibilities for the successful Financial Administrator:

    • Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
    • Action changes to clients' policies as instructed from fund switches, withdrawals to income payments.
    • Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
    • Undertake personal training to maintain and develop knowledge and communicate to rest of team.

    About the successful Financial Administrator:

    • One to two years' minimum experience of working in financial services
    • Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
    • Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
    • Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff
    What we offer in return to the successful Financial Administrator:


    • Monday to Friday
    • UK's leading wealth management pension scheme
    • Unrivalled career development prospects
    • National Training and ability to up skill your existing skill set.
    If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details
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