Administrator - Financial Services
| Posting date: | 03 February 2025 |
|---|---|
| Salary: | £24,000 to £28,000 per year |
| Hours: | Full time |
| Closing date: | 05 March 2025 |
| Location: | EH49 7SF |
| Remote working: | On-site only |
| Company: | Talent Finder |
| Job type: | Permanent |
| Job reference: | TPMTEM-009-22254 |
Summary
Administrator – Financial Services | Linlithgow, West Lothian | 40 hours per week-9am-5:30pm; all working hours are office based | £24,000 - £28,000 per year
Our client has been serving West Lothian and beyond since 1996. As financial advisers, they provide specialist financial planning, pensions, and wealth management advice to a wide range of clients, private and corporate, whether just starting out or closing in on retirement.
In this role, you will provide administrative support to the Practice, Paraplanners and Advisers to ensure the efficient processing of business, effective management of day-to-day tasks and that clients receive a high level of service when contacting the practice.
Are you the right person for the job?
• At least 3 years of experience in Financial Services
• Strong integrity and work ethic
• Positive, "Can Do" attitude
• Committed and dedicated
• Collaborative team player
• Loyal and honest
• Maintains a positive mental attitude
Your role will include, but won’t be limited to
• Direct Mail to the relevant Case Handler
• Maintain literature stock within the office
• Ensuring all documentation is relevant and kept up to date
• Maintaining Client files both in paper format and electronically, updating as and when necessary
• Maintain client files in line with GDPR
• Prepare prospect / existing client files for face-to-face meetings
• Ensure paperwork is partially completed and marked up clearly
• Keep in regular contact with providers regarding transfer process
• Keep in contact with client and adviser to update on progress of transfer
• Ensure 2 hours of CPD is completed each month and log on your personal development file
• Understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
• Submitting new business to the product providers
What can you expect in return?
• Training is ongoing and includes the structured training courses provided by The Openwork Partnership. These include access to the 'Academy', a 12-month CII Diploma training course. Support for training through to 'Chartered’ qualification.
• On the job training is extremely comprehensive
• 25 days holiday per year plus English bank holidays
• Free parking
• 5% employer contributions to workplace pension scheme
• Structured ongoing training in key business areas
• Opportunities to progress in areas of the business which align to your strengths
The Interview Process
There will be a minimum of two interviews. The first interview may be conducted remotely via Teams. There will be at least one face to face interview at our office in Linlithgow. There will also be a requirement for the completion of two online tests, for literacy and numeracy, plus a personality profile.
What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!
Your data will be handled in line with GDPR.