Financial Services Administrator

Salary: £26,000 – £30,000 per year

Financial Services Administrator

Our client is a small but growing IFA firm based in Leith. They are looking for an experienced Financial Services Administrator (Full Time) to join their busy office. 

The ideal candidate will have at least two years’ experience gained by working in an IFA office, or an investment or insurance company. You must have a basic understanding of the financial services industry, appreciate the difference between WRAP platforms, and have an awareness of investments. Our client’s aim is that you will work with their paraplanners, and develop the ability to write reports under the supervision and guidance of their Financial Advisers. 

You will cover all aspects of the financial planning and no two days will ever be the same. You will need the ability to react to situations, input data accurately and quickly. Currently you will be working from home but our client’s aim is to return to the office in the near future. 

The Job

Data input into our back office system, as well as systems of insurance companies and other platforms
Research using our various systems
Writing recommendation reports for review by our advisers
Interaction with clients via phone, letter, email, etc
Interact with insurance companies and platforms to generate appropriate information
Investment Research
Pension Research

Key Requirements

Data input into our back office system, as well as systems of insurance companies and other platforms
Research using our various systems
Writing recommendation reports for review by our advisers
Interaction with clients via phone, letter, email, etc
Interaction with insurance companies to generate information for clients and advisers
Be able to work unsupervised
Be able to follow the company systems and processes

Salary

will be dependent on your experience, but will be in the range of £18,000 to £25,000.

The Company will also provide a contributory pension, private medical cover, and life cover (all after completion of a probation period).

The company is willing to consider a job share, and currently, you will be required to work from home although they will be looking to return to the office in the future, when there will be an option for flexible working.

If you feel that this is the right challenge for you, please via the button on the right. During your application you will be required to complete an on-line assessment, but the whole application process should take no longer than 20 minutes.

Good luck!

INDJOB