Financial Services Administrator - Glasgow, United Kingdom - Cross Resourcing

Cross Resourcing
Cross Resourcing
Verified Company
Glasgow, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

We are working in partnership with a leading Accountancy and Finance Firm in Glasgow, to recruit a Financial Services Administrator to join their team on a full time, permanent basis.

You will provide administrative and technical support to advisors and managers, ensuring the highest level of service to clients.


What you'll do

  • Work closely with Financial Advisors and Paraplanners
  • Prepare packs and valuation reports for review meetings annually
  • Process fund switches, withdrawals, and new business
  • Manage daily mail throughout the team/department
  • Collate plan and policy information
  • Manage all queries from the Tax Department regarding client matters
  • Fee and income reconciliation

What you'll need
-
Solid experience in Financial Services:


  • Systems experience including Intelligent Office (Essential):
  • Comfortable working as part of a team but also using your own initiative
  • Excellent stakeholder management skills with a positive 'can do' attitude
  • The ability to attain objectives within agreed timescales and budgets
  • Accuracy and a keen eye for detail
  • Solid organisational skills and the ability to work under pressure in a busy and demanding environment
  • You will be proficient with Word, Excel, and Outlook

What you'll receive

  • Competitive salary
  • Hybrid working
  • Electric vehicle salary sacrifice scheme
  • Corporate gym membership
  • Flexible working and familyfriendly leave
  • Enhanced pension contributions
  • Group income protection scheme
  • Colleague referral scheme
  • Investment in career development
  • Long service award
  • Excellent opportunity to develop

What's next?

Equal Opportunities
Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.
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