Time Recruitment Candidates

Job Application: Administrator – Financial Services

Administrator – Financial Services

Approx. £20,000 depending on experience

On behalf of an established Wealth Management Partnership (FTSE 100 company) based South West of Edinburgh we are recruiting for an Office Administrator. • To provide full administration support to the Advisers and Practice. • Submit illustrations and submissions. • Support the Practice in gaining new prospects and clients • Write letters and answer incoming telephone calls • Prepare, send and update DB Letters of Authority • Request information from Policy Services for Reviews • Prepare Half Annual and Annual Reviews • Sense-check that all relevant information required for writing client reports are available for Paraplanner and seek clarity on outstanding information • Creation of PMI illustrations. • Oversee the maintenance of accurate and up to date client information • Liaise with the Partner/Adviser/Client as appropriate to fill any information gaps • Completing Expense Claims for any expenses due and send to Practice Manager for reimbursement. • Support marketing events as and when required. • Experience in financial services industry especially pensions would be an advantage. • Excellent attention to detail. • Proven administration and typing skills • Knowledge of Microsoft Office. – Teams, One Note, Excel, Word, • Excellent communication skills –written, verbal & face-to-face. • Planning and organisational skills. • Ability to prioritise. • Problem solving and decision-making ability • Ability to build rapport with Clients, Office Administration and Sales Management Teams. • Ability to work in a small fast paced team • This role is based within the office

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