Job Description
Financial Services Administrator – Glasgow
Tempest Jones is pleased to be recruiting for a thriving financial planning firm based in their central Glasgow office. As Financial Services Administrator, you will work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams.
What’s on offer for the Financial Services Administrator:
* Competitive salary depending on experience and qualifications
* Study support toward the Diploma in Financial Planning
* Long term career path into paraplanning and advice, if this is of interest.
Financial Services Administrator Key Responsibilities:
* Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.
* First port of call for client enquiries, answering the telephone and emails.
* Diary management and booking appointments with clients.
* Daily use of providers platforms.
* Preparation of the review files prior to meetings.
* Preparing suitability reports for no change review clients.
* Working closely with the paraplanners to make sure all cases are accurate and up to date.
* General administrative duties including post, filing, managing diaries, photocopying/scanning/printing.
* Ordering and maintaining stationery and office equipment.
* Other ad hoc tasks to support leadership team.
Financial Services Administrator Requirements:
* Previous experience supporting financial planners with client administration.
* Professional and polite telephone manner, articulate when speaking with clients.
* Ideally experience using a range of provider platforms.
* Excellent written and verbal communication skills.
To apply, please send your cv to jenny @ tempestjones. com