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EIS Financial Services was originally formed by The Educational Institute of Scotland (Teachers Union) to give EIS Union members and their families access to a dedicated team of professional financial planners providing impartial advice including retirement planning and investment planning, with a strong understanding of Teachers’ and other educational pension schemes. The company now belongs to Cornmarket Group Financial Services and remains the preferred financial planner for the EIS FS Union on behalf of its members. More information about us can be found at www.eisfs.co.uk.
Role:
The Administration Assistant will work within the operations team and provide administrative support to our small team of Independent Financial Planners and our review team.
Location:
There are two permanent positions: one full-time and one part-time (two days equivalent). Hours are flexible and by discussion. Flexible working from home is possible once training is complete. Some experience in Financial Services would be desirable, but training will be provided. Initially, this role will be based at the EIS Financial Services offices in Clairmont Gardens, Glasgow.
Accountabilities of the Role:
1. Acknowledging, vetting, and processing new business applications for all products accurately and promptly.
2. Checking and fielding enquiry emails.
3. Preparing paperwork for client meetings, including all relevant compliance documentation.
4. Preparing first draft suitability reports for life, pension, and investment options.
5. Liaising with investment companies and providers to obtain necessary information, updates, and documentation.
6. Maintaining client data in ‘Intelligent Office’ accurately and timely. Scanning documents such as mail, statements, and receipts to IO.
7. Performing ad hoc administrative tasks as required.
8. Providing support to SMF16, MD, and Financial Planner Manager as needed.
9. Printing and issuing paper-based annual reviews.
10. Participating in quarter-end processing functions, including data audits, reporting, and billing. Reconciling bank accounts for income.
11. Producing MI for weekly management reports.
12. Preparing quarterly KPI reports for compliance.
13. Adding leads to Excel and managing leads data.
14. Providing professional, friendly, and compliant service to customers both in person and over the phone.
15. Ensuring compliance with relevant risk control and regulatory requirements.
Skills & Knowledge Required:
1. Experience in delivering excellent customer service over the phone and/or in person.
2. Administrative and/or cash reconciliation experience is preferable.
3. An awareness of life, pension, and investment products is desirable but not mandatory.
4. Willingness to work towards or currently working towards a Level 4 Certificate in Financial Advice.
5. Proficiency in Microsoft Word, Excel, and Outlook.
6. Excellent attention to detail.
7. Experience working collaboratively within a team.
8. Approachable attitude and a can-do mindset.
9. Customer-focused and quality-driven approach.
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