Investment Operations
Edinburgh

Financial Planning Administrator

Ref: 300| Posted: 9th Jul 20182018-07-09

The role of the Financial Planning Administrator, based in Edinburgh, will be to be to provide administrative support to the Financial Planning Team.
 
ABOUT OUR CLIENT
 
One of the UK’s leading providers of personalised, discretionary wealth management services, offering investment management and financial planning services to meet the needs of investors and intermediaries.
 
THE SUCCESSFUL APPLICANT
  • Working knowledge of Microsoft Office Word & Excel is essential
  • Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent.
  • A highly motivated individual
  • High standards of literacy & grammar
  • Professional/courteous approach when dealing with colleagues and clients
  • Ability to work in a high-pressured environment
  • Team player
  • Conscientious, attention to detail
 
JOB DESCRIPTION 
  • Report preparation
  • Scanning incoming/outgoing client correspondence
  • Facilitate and monitor the opening of new accounts, and processing new business applications and cheques,
  • Liaising directly with other departments and clients where necessary
  • Compile and send client valuations, liaising with product providers and clients where necessary
  • Liaising with product providers to arrange payment of pension benefits
  • Updating internal databases with client information
  • Investigate and resolve client related queries
 
REMUNERATION PACKAGE ON OFFER 
 
Competitive salary and benefits package.