Practice Support Specialist - Dundee, United Kingdom - Gilson Gray

Gilson Gray
Gilson Gray
Verified Company
Dundee, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Practice Support Specialist

Gilson Gray Financial Management

Who We Are
We are a comprehensive law firm, offering expert legal, property and financial services.


We are a team of highly-skilled, award-winning professionals who are committed to helping our clients achieve their goals in every area of the law.

We are proud to be a part of one of the most prominent and modern legal firms in Scotland. We are Gilson Gray.


Based in Edinburgh, Glasgow, Aberdeen, Dundee, and East Lothian and as of recently England we focus on ensuring we provide the highest level of advice and on-going service to our clients internal and external.


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 Financial Services Team (Gilson Gray Financial Management). 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 you'll be responsible for:

  • Providing support on products and services to Advisers and Clients
  • Prepare, complete and submit investment related documents such as withdrawal forms and 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
  • Prepare portfolio valuations as requested
  • Support the advisers to ensure the endtoend business process is adhered to and tracked efficiently in line with regulatory standards
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
  • Maintain accurate and uptodate client information and ensure that this is held on Salesforce
  • Attend and contribute to regular update meetings and workshops as offered by St. James's Place;
  • As required, attend and support client events which may be held out with normal office hours
  • Maintain technical competence at an appropriate level to meet the requirements of the role
  • Support GGFM to ensure the end to end business process is adhered to and tracked efficiently in line with GGFM and regulatory standards on Salesforce
  • Maintain accurate and up to date client information on Salesforce
  • Gather ceding scheme information from third parties and update on Salesforce

Required Knowledge and Experience:


  • Previous experience in an office support role, ideally in financial services or related sector
  • Knowledge of financial services regulations and legislation
  • Experience of using client management systems
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint,)
  • Advanced knowledge of 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
  • 32 days holiday a year (inc. Bank Holidays)
  • Birthday off
  • 3 x Death in Service Benefit
  • Hybrid Working
  • Membership of an occupational pension scheme
  • Wellbeing initiatives and opportunity to access online Health Provider

Benefits:


  • Additional leave
  • Company events
  • Company pension
  • Referral programme
  • Wellness programme

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Performance bonus

Work Location:
In person
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