- Communicating and liaising effectively with external product providers to request and obtain policy specific information.
- Monitoring Provider SLAs and ensuring information is returned within those SLAs
- Checking information returned from Providers is complete and updating plan information sheets ready for Paraplanning
- Following up with Providers to request missing or additional information as requested by Paraplanners
- Once business has been placed on platform, monitoring provider SLAs and communicating and liaising with providers to ensure those SLAs are met
- Communicating with Retail Advice Admins to ensure pods are aware of any delays in the provision of information or the completion of business
- Raising complaints with providers on behalf of retail clients if SLAs are breached and the client is disadvantaged
- Scanning and processing post
- Educated to GCSE level or equivalent, or with equivalent experience
- Experience dealing with product providers regarding a range of pensions and investments
- Sound knowledge of Microsoft Word, Excel and PowerPoint
- Self-motivation, organisation and the ability multitask and prioritise effectively
- Working collaboratively in a team environment
- Thorough, with a high degree of accuracy
- Excellent attention to detail
- Excellent communication skills
- Team player with a hands-on motivational approach
-
Transport Administrator
Found in: SonicJobs Direct Apply UK - 1 hour ago
MDH Recruitment Ltd Glasgow, United Kingdom Full timeMDH Recruitment are working with our client, a market leading logistics firm who are actively recruiting for a Transport Administrator in the Cumbernauld area. · Hours · on / 4 off · Duties · Scheduling transportation services, planning routes, and assigning drivers. · General ad ...
-
HR Advisor
Found in: SonicJobs Direct Apply UK - 2 days ago
HR Recruit Glasgow, United Kingdom Full timeHR Recruit is currently seeking an experienced HR Professional for an HR Advisor role based in Blantyre. Reporting into a Senior Director you will have accountability for an HR Administrator. The purpose of the role is to provide HR advice, support, administration and oversee the ...
-
Transport Supervisor
Found in: SonicJobs Direct Apply UK - 3 days ago
Meridian Business Support Limited Glasgow, United Kingdom Full timeJoin one of the UK's leading distributors of electrical products and solution providers with 250+ branches nationally with a core value to develop talent & internal progression. · We are looking for a Transport Supervisor to join our Glasgow Hub (G41):Competitive Salary + Quarter ...
-
Clinical Skills Trainer
Found in: SonicJobs Direct Apply UK - 2 days ago
H1 Glasgow, United Kingdom Full timeClinical Skills Trainer · Location: Glasgow. · Salary: £32,000 + benefits. · Contract: Full-time, permanent. · H1 Healthcare Group provides recruitment and staffing solutions to clients within the Health, Community Care and Medical sectors throughout the UK. Our people work with ...
-
Mobile Service Engineer
Found in: SonicJobs Direct Apply UK - 5 days ago
VL Test systems Ltd Glasgow, United Kingdom Full timeMobile Service Engineer · Location: Remote, with travel · Salary: £35 to £45k, DOE + Van & Benefits · Contract: Full Time, Permanent · Benefits: · A competitive package, based on experience comprising of a realistic salary, · Company Van, · Private Health Care for you and your f ...
-
Registered General Nurse
Found in: SonicJobs Direct Apply UK - 1 day ago
Continental Recruitment and Staffing LTD Glasgow, United Kingdom Full timePosition Overview: · The Registered General Nurse (RGN) in a Nursing Home setting plays a critical role in providing compassionate and comprehensive nursing care to residents. They are responsible for assessing residents' health needs, developing care plans, and delivering perso ...
-
Property Sales Consultant
Found in: SonicJobs Direct Apply UK - 4 days ago
SRS Partnership Ltd Glasgow, United Kingdom Full timeSRS Partnership are currently looking for a Sales Consultant to join our client's sales team at their busy and dynamic branch in the South Side of Glasgow where they believe in delivering results through a service centric approach. · This role is critical in delivering a seamless ...
-
Marine Surveyor
Found in: SonicJobs Direct Apply UK - 2 days ago
Morson Talent Glasgow, United Kingdom Full timeRole: Senior Marine Surveyor · Location: Glasgow · Our Client has a requirement for an experienced marine surveyor with an inquisitive eye and practical problem solving mind. The role is a mix of traditional marine problems and application of modern regulations. Experience as an ...
-
Registered Manager
Found in: SonicJobs Direct Apply UK - 3 days ago
Talent Finder Glasgow, United Kingdom Full timeRegistered Manager | Glasgow | Flexible working between the hours of 8am to 6pm Monday to Friday and on-call duties after hours and weekends | £33,000 - £36,000 dependent on experience and qualifications, plus car allowance · Established in 2017, our client, aims to deliver indiv ...
-
Deputy Head of Information Governance
Found in: SonicJobs Direct Apply UK - 1 hour ago
NHS 24 Glasgow, United KingdomDeputy Head of Information Governance and Deputy Data Protection Officer · Are you an experienced in Information Governance and looking for a new opportunity? · Do you have experience of working in a fast-paced environment within a large organisation? · Are you passionate about e ...
-
Financial Adviser
Found in: SonicJobs Direct Apply UK - 1 day 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 ...
-
Second Chef
Found in: SonicJobs Direct Apply UK - 1 day ago
Bracken Erskine, United Kingdom Full timeHere at Bracken Bar & Restaurant we are currently looking to expand our kitchen team with a second Chef who will be responsible for assisting the Head Chef in the day to day running and management of the kitchen and sous chefs. · Duties and Responsibilities · To be responsible fo ...
-
Dual Fuel Smart Meter Technician
Found in: SonicJobs Direct Apply UK - 2 days ago
Morrison Energy Services Bellshill, United Kingdom Full timeAbout The Role · Are you a Smart Meter Technician looking for a safe, stable and secure career both now and into the future? If so, come and join us · Morrison Energy Services are currently looking to recruit Dual Fuel Smart Meter Technicians to work across Scotland, working on b ...
-
Stores Manager
Found in: SonicJobs Direct Apply UK - 1 day ago
Anonymous Airdrie, United Kingdom Full timeWe are searching for an experienced, professional Stores Manager to join our team in North Lanarkshire. In this role, you will be responsible for managing the day-to-day store operations and the overall logistics local, national and international. You will ensure the store runs e ...
-
Recruitment Consultant
Found in: SonicJobs Direct Apply UK - 1 hour ago
Challenge-TRG Recruitment Motherwell, United KingdomJob Role: Recruitment Consultant - Temp to perm role · Reports to: Area Manager · Hours: 40 hours per week, Monday - Friday, 08:00 - 17:00 · Location: Central Scotland · Salary: 25k · Introduction & Job Purpose · An exciting opportunity has arisen for a Recruitment Consultant loo ...
-
Field Calibration Engineer
Found in: SonicJobs Direct Apply UK - 1 day ago
System Recruitment Motherwell, United Kingdom Full timeField Calibration Engineer - Medical Equipment · Home based role covering Scotland. As a Field Calibration Engineer, you will travel to client sites to service sensitive medical devices / laboratory equipment in hospitals, health centres and clinics etc. · Job Type: Permanent · L ...
-
Recruitment Consultant
Found in: SonicJobs Direct Apply UK - 6 days ago
Challenge-TRG Recruitment Motherwell, United Kingdom Full timeJOB DESCRIPTION · Job Role: Recruitment Consultant - Temp to perm role · Reports to: Area Manager · Hours: 40 hours per week, Monday - Friday, 08:00 - 17:00 · Location: Central Scotland · Salary: 25k · Introduction & Job Purpose · An exciting opportunity has arisen for a Recruit ...
-
Production Administrator
Found in: SonicJobs Direct Apply UK - 9 hours ago
Total Recruitment Group Ltd Dumbarton, United Kingdom Full timeOur client is looking for an experienced Administrator to work within their busy production plant. This is a maternity cover 9-12 months duration. · This role will commence immediately and is paying £15.00 per hour for a 37 hour working week, hours are dayshift with a half day on ...
-
Systems Administrator
Found in: SonicJobs Direct Apply UK - 5 days ago
Brightwork Ltd Stirling, United KingdomBrightwork are pleased to be recruiting for a Systems Administrator on behalf of our client based in Stirling on an initial 3-month term. This is a hybrid role with 2 days in the office and 3 days at home per week. · As Systems Administrator you will deliver and administer an eff ...
-
Production Support Officer
Found in: SonicJobs Direct Apply UK - 2 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 ...
Financial Advice Provider Administrator - Glasgow, United Kingdom - Hymans Robertson
Description
The 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 at improving financial wellbeing through the workplace. Our mission is to improve financial security for people regardless of their age and wealth.
We are looking for a candidate who is driven by a desire to deliver good outcomes for clients. As a team with big plans to grow this business, you should be flexible and confident to provide your input. There is significant scope for personal growth and development in this small and collaborative team.
We understand how essential the administration function is to provide a great service to our clients and the successful candidate will be a key member of our team.
The Provider Administrator will work alongside our Retail Client Administrators and will be responsible for all interactions with external product providers as detailed below.
What will your role look like?
Qualifications and Experience:
If you enjoy the following, we think you'll love this opportunity: