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Client:
Cornmarket
Location:
Glasgow, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
6e725a665269
Job Views:
5
Posted:
05.05.2025
Expiry Date:
19.06.2025
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Job Description:
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, investment planning with a strong understanding of the Teachers’ and other educational specialists 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; however, training will be provided. Initially, this role will be based in the EIS Financial Services offices in Clairmont Gardens, Glasgow.
Accountabilities of the Role:
* Acknowledging, vetting, and processing new business applications for all products accurately and promptly.
* Check and respond to enquiry emails.
* Prepare paperwork for client meetings, including all relevant compliance documentation.
* Prepare initial drafts of suitability reports for life, pension, and investment options.
* Liaise with investment companies and providers to obtain necessary information, updates, and documentation.
* Maintain client data in ‘Intelligent Office’ accurately and promptly. Scan documents such as mail, statements, receipts.
* Perform ad hoc administrative tasks as required.
* Support SMF16, MD, and Financial Planner Manager as needed.
* Print and issue paper-based annual reviews.
* Participate in quarter-end processing functions, including data audits, reporting, billing, and bank account reconciliation.
* Produce management information for weekly reports.
* Prepare quarterly KPI reports for compliance.
* Add leads to Excel and manage lead data.
* Provide professional, friendly, and compliant service to customers in person and over the phone.
* Ensure compliance with risk control and regulatory requirements applicable to this role.
Skills & Knowledge Required:
* Experience delivering excellent customer service via phone and in person is essential.
* Experience in administration and/or cash reconciliation is preferable.
* Awareness of life, pension, and investment products is desirable but not mandatory.
* Willingness to work towards or currently working towards a Level 4 Certificate in Financial Advice.
* Proficiency in Microsoft Office (Word, Excel, Outlook).
* Excellent attention to detail.
* Experience working collaboratively within a team.
* Approachable with a proactive, can-do attitude.
* Customer-focused and quality-oriented approach.
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