Eden Scott's client is currently seeking a professional individual to join a Financial Services company based in Glasgow, due to heavy work volumes they are looking to recruit within their support team. This is a great opportunity to be part of a close knit team as an Financial Services Administrator, providing shared support to a group of Financial Advisers within the business.
Daily tasks shall include but are not limited to:
1. Processing of pensions and investment applications
2. Acting as a point of contact to new and existing clients, ensuring a professional and efficient service at all times.
3. Contacting product providers to chase up information, sending out LOA's and updating the in-house database.
4. Preparing pre-sale client packs, valuations and suitability reviews.
5. Managing own diary and workload as well as others
The ideal candidate shall have existing experience providing administrative support to a financial adviser within a wealth management or financial planning firm however my client would consider someone from a pensions background looking to break into the advisory side of things.
In addition, you should have excellent communication and organisation skills, experience submitting new business applications and navigating various platforms, where exposure to IO would be advantageous but is not essential.
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.