Description
Role Overview:
This is a hands-on administrative role supporting financial advice firms and internal teams. You’ll help deliver core services, maintain accurate records, and ensure a high standard of support to members.
Essential requirements: we are looking for someone who is familiar with investment products and financial planning terminology and who has worked in an administrative or support capacity in the investment or financial advice sector.
Internally, this role is called Senior Business Support Adviser.
What you'll do
- Support the delivery of core services including Fit & Proper Checks, Criminal Record Checks and Credit Checks, producing reports to a high standard.
- Support the administration of the Training & Competency service, including data collation and reporting
- Maintain accurate records and management information
- Respond to member queries via phone and email, providing a high level of customer service
- Carry out quality checks to ensure data accuracy and compliance
- Support the team with general administrative tasks and process improvements
- Assist with internal reporting and tracking of service activity
- Contribute to maintaining clear and accurate procedures
- Help mentor and coach more junior team member
- Support the delivery of the Academy, proactively identifying opportunities with members and conducting discovery calls where appropriate.
- Support the Business Support Manager in driving process efficiencies, constructively challenging existing processes and identifying areas for improvement.
- Support the Business Support Manager in enhancing team product knowledge to deliver the best possible outcomes for members through continuous learning and knowledge sharing.
- Act as a key point of contact during periods when the Business Support Manager is on annual leave.
What you'll need to succeed:
Essential requirements:
- Experience working in a compliance admin or business operations position in the financial advice, wealth or investment sectors.
- Knowledge of the Senior Managers and Certification Regime (SMCR)
- Strong written, verbal, and interpersonal communication skills.
- Excellent customer service skills, including relationship building and problem solving.
- Strong organisational skills with the ability to manage priorities and meet deadlines.
- Proactive and solutions-focused approach.
- Good IT skills, including MS Office and back-office systems.
Desirable requirements:
Your approach:
- Self-motivated and positive mindset.
- Ability to work effectively under pressure.
- Exceptional attention to detail.
- Strong communication and telephone skills.
- Curious and keen to learn.
- Desire to progress with relevant Financial Services qualifications - we'll support you with this!
Important to know:
Location:
This is a hybrid role based at our Hamilton Office, Prospect House, Blantyre, Glasgow. You'll work in the office along side team colleagues 3 times each week: Tuesday to Thursday.
The office offers free on-site parking and convenient motorway access.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
