Social network you want to login/join with:
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 one part time (two days equivalent). Hours are flexible and by discussion and also flexible working from home is possible once training is complete. Some experience in Financial Services would be desirable. However, training will be given and initially this will mean being based in the EIS Financial Services offices in Clairmont Gardens, Glasgow.
Accountabilities of the Role:
Acknowledging, vetting and processing of new business applications for all products in an accurate and timely manner.
Check and field enquiry emails
Prepare paperwork for client meetings including all relevant compliance documentation
Prepare first draft suitability reports for life, pension and investment options
Liaise with investment companies and providers to obtain the necessary information, updates and/or documentation as required
Maintain client data in ‘Intelligent Office’ in a timely and accurate manner. Scan various documents to IO. (e.g. mail, statements, receipts)
Ad hoc administrative tasks as required
Ad hoc support to SMF16, MD and Financial Planner Manager
Print and issue paper based annual reviews
Participate in various quarter-end processing functions (data audits, reporting and billing). Reconcile bank accounts for income.
Production of MI for weekly management reports
Preparation of quarterly KPI reports for compliance
Add leads to Excel and pass on the leads management
Provide a professional, friendly and compliant service to our customers in person and over the phone
Comply with the risk control and regulatory requirements that are relevant to this role
Skills & Knowledge Required:
Experience providing excellent customer service over the phone and/ or in person essential
Administration and/or cash reconciliation experience preferable
An awareness of life, pension, investment products desirable but not required
The ideal candidate will be working towards or willing to work towards a level 4 Certificate in Financial Advice
Proficient in the use of Microsoft Packages (Word, Excel, Outlook)
Excellent attention to detail
Experience working collaboratively as part of a team
Approachable and a can-do attitude
Quality-focused with a Customer First approach
#J-18808-Ljbffr