Financial Services Administrator

Financial Services Administrator - Glasgow

Tempest Jones is pleased to be recruiting for a thriving financial planning firm based in their central Glasgow office. As Financial Services Administrator, you will work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams.

What's on offer for the Financial Services Administrator:

• Competitive salary depending on experience and qualifications
• Study support toward the Diploma in Financial Planning
• Long term career path into paraplanning and advice, if this is of interest.

Financial Services Administrator Key Responsibilities:

• Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.
• First port of call for client enquiries, answering the telephone and emails.
• Diary management and booking appointments with clients.
• Daily use of providers platforms.
• Preparation of the review files prior to meetings.
• Preparing suitability reports for no change review clients.
• Working closely with the paraplanners to make sure all cases are accurate and up to date.
• General administrative duties including post, filing, managing diaries, photocopying/scanning/printing.
• Ordering and maintaining stationery and office equipment.
• Other ad hoc tasks to support leadership team.

Financial Services Administrator Requirements:

• Previous experience supporting financial planners with client administration.
• Professional and polite telephone manner, articulate when speaking with clients.
• Ideally experience using a range of provider platforms.
• Excellent written and verbal communication skills.

To apply, please send your cv to . com