Financial Services Administrator - Perth and Kinross, United Kingdom - GCB Agency Recruitment

GCB Agency Recruitment

Verified Company

Perth and Kinross, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location:
Scotland, Perth and Kinross

Discipline:

Financial Services

Job type:

Permanent

Benefits:

£22,000 - £28,000 Basic

Published:
Expiry date:
Reference:

3620

We are currently looking for a Financial Services Administrator to join our clients, an established financial planning firm in Scotland.

You would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all the service levels are met.

The successful Financial Services Administrator will be offered:

£22,000
£28,000 Basic (Depending on Experience)
Great progression opportunities
Attractive benefits package
An extra day off for your birthday
Shopping discounts
Death in Service
24/7 GP

To be considered for the Financial Services Administrator role you must have:

Minimum of one year in a Financial Services Administrator Role
Must have an excellent understanding of the financial planning process.
Must have excellent communication skills and telephone manners.
Proficient IT skills, basic spreadsheet, and database knowledge
Good planning and effective organisational skills
Honesty and integrity
Methodological approach to work

As a Financial Services Administrator, your role will involve the following:

Client Servicing: including creating new client packs, preparing, and processing authority letters, and ensuring relevant documents are uploaded.
Compliance: performing relevant antimoney laundering checks and checking compliance documentation is completed.
New Business Submission: use client database to track new business and current position, updating planner accordingly.
Assist the Management Team on any administrative or officebased tasks as deemed appropriate.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client, who is confidential at this stage.