- Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
- Prepare documentation for meetings, set up client records and gather existing plan information.
- Accurately maintain all client records with any activity undertaken.
- 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.
- Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
- Update business trackers and actively maintain the client record with notes regarding all activity undertaken.
- Check adviser meeting notes and provider correspondence and use experience and knowledge to correctly identify all action required and set up accurate work tasks.
- Attend and contribute to Team and staff meetings.
- Take responsibility for managing own workload and proactive problem solving.
- Undertake personal training to maintain and develop knowledge and communicate to rest of team.
- 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)
- Excellent Communication and Costumer service skills
- Ability to work well under pressure
- Experience working large client base and different providers
- 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
- Salary £24000 per annum
- 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.
-
Financial Planning Administrator
Found in: Ziprecruiter UK C2 - 23 hours ago
Meraki Talent Ltd Glasgow City, United KingdomJob Description · Financial Planning Administrator · Competitive Salary · Permanent · Glasgow · Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had pr ...
-
Financial Planning Administrator
Found in: Appcast UK C C2 - 6 days ago
Meraki Talent Ltd Glasgow City, United KingdomFinancial Planning Administrator · Competitive Salary · Permanent · Glasgow · Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience ...
-
Financial Planning Administrator
Found in: Jooble UK O L C2 - 6 days ago
Meraki Talent Ltd Glasgow, United KingdomFinancial Planning AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in ...
-
Financial Advisor Administrator
Found in: Jooble UK O C2 - 1 day ago
Eden Scott Glasgow, United KingdomOur client, a leading Wealth Manager with a history spanning throughout the decades are looking to bolster their client facing Financial Planning team in the Glasgow area. · For Financial Advisers, they do not need require individuals with a client base but (Chartered or close t ...
-
Financial Advice Provider Administrator
Found in: Talent UK C2 - 2 days ago
Hymans Robertson Glasgow, United Kingdom PermanentThe Vacancy · An exciting opportunity has arisen for a Financial Advice Provider Administrator to join a growing retail advice team in Hymans Robertson Personal Wealth. You will be joining a team who are building an innovative and disruptive guidance and advice proposition aimed ...
-
Experienced Financial Planning Administrator
Found in: Jooble UK O C2 - 1 day ago
Energy Jobline CVL Glasgow, United KingdomMG Search is currently looking for a Financial Planner to join the financial planning division of a growing private wealth and investment group. · * As a Financial Planner you will be joining an ambitious and fast growing business. · * You will be a Financial Planner with your ...
-
Financial Planning Administrator Home and Office
Found in: Jooble UK O C2 - 6 days ago
Meraki Talent Ltd Glasgow, United KingdomFinancial Planning Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working ...
-
Financial Planning Administrator Home and Office
Found in: Jooble UK O L C2 - 6 days ago
Meraki Talent Ltd Glasgow, United KingdomFinancial Planning AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in ...
-
Financial Services Administrator
Found in: Jooble UK O C2 - 2 days ago
IDEX Consulting Scotland, United Kingdom Part timeYou will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. · Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems ...
-
Financial Adviser
Found in: SonicJobs Direct Apply UK - 2 days ago
Premier Jobs UK Limited Paisley, United Kingdom Full timeAre you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the ind ...
-
Production Support Officer
Found in: SonicJobs Direct Apply UK - 4 days ago
NES Fircroft Stirling, United Kingdom Full timePurpose: To manage all activities, supporting the production supply chain by receipting raw materials, initiating and tracking deliveries and collections, dispatching product in line with business expectations and updating commercial systems in a timely manner to ensure that fina ...
-
Portfolio Administrator
Found in: Appcast UK C C2 - 4 days ago
Recruit UK | Certified B Corp™ Glasgow, United KingdomA dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month ...
-
IFA Administrator
Found in: Appcast UK C C2 - 10 hours ago
Meraki Talent Ltd Glasgow City, United KingdomIFA Administrator · Competitive Salary · Permanent · Glasgow · Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in anot ...
-
Portfolio Administrator
Found in: Ziprecruiter UK C2 - 23 hours ago
Recruit UK | Certified B Corp™ Glasgow, United KingdomJob Description · A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, of ...
-
CHP Manager
Found in: SonicJobs Direct Apply UK - 2 days ago
Glennon Brothers Troon, United Kingdom Full timeCHP Manager · Glennon Brothers is a leading timber processor in Ireland & UK with a strong growth story. As a leader in the Green Tech industry, Glennon Brothers is a growing, dynamic and innovative organisation with ambitious growth plans. We are currently looking to appoint a C ...
-
Admin Manager
Found in: Appcast UK C C2 - 21 hours ago
Change Recruitment Glasgow, United KingdomAdmin Manager · Permanent · 35k - 40K · Glasgow · I'm currently searching for an Admin Manager to work in Glasgow city centre within a Financial Services Organisation, with a salary range of £35,000 to £40,000, this position offers the chance to lead and innovate within a dynamic ...
-
Administrator/in, Informatiker/in,Netzwerkadministrator/in, Fachinformatiker/inSystemintegration
Found in: Talent BE 2 C2 - 5 days ago
NetCologne IT Services GmbH Glasgow, United KingdomDigitalisierung, Fortinet, Hardware, IT-Infrastruktur,LAN, ITIL, Informatik, CCNA, Cisco, Rechenzentrum, IT-Support, VPN,Routing, Switching, IT-Betrieb, Netzwerktechnik, IT, CloudComputing, Netzwerkadministration, Systemintegration Network Administrator (m/f/d) · Permanent posit ...
-
Pension Administration Team Leader
Found in: Appcast UK C C2 - 2 days ago
The FISER Group Glasgow, United KingdomA leading UK Pension Consultancy are looking for a Team Leader to join their Administration team. · The ideal candidate will have comprehensive experience working in DB Pension Administration and experience coaching and mentoring staff. · Key Responsibilities: · Lead a team of pe ...
-
Administrator/in, Windows-Spezialist/in,Informatiker/in, Systemadministrator/in
Found in: Talent BE 2 C2 - 5 days ago
NetCologne IT Services GmbH Glasgow, United KingdomLinux, Active Directory, Server-Betriebssysteme,Digitalisierung, Microsoft Windows, PowerShell,Systemadministration, Hardware, IT-Infrastruktur, Batch Processing,Rollouts, Ticketsysteme, Python, MCSA, ITIL, Informatik, MCSE,Rechenzentrum, IT-Support, 2nd-Level-Support, Programmie ...
-
Chief Risk
Found in: Appcast UK C C2 - 2 days ago
Staq Glasgow, United KingdomAbout Us: · At Staq, we're at the forefront of the fintech revolution, leveraging our innovative Banking-as-a-Service (BaaS) and embedded finance platform to reshape the landscape of financial services. As we grow and expand our reach, we're committed to maintaining the highest s ...
Financial Administrator - Glasgow, United Kingdom - Paradigm Employment Services
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.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Main Responsibilities for the successful Financial Administrator:
Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy