Back to search
Technical Wealth Administrator
Job Type: Part-time
Location: Kingseat, Newmachar
Salary: £24,400 pa (£13.80ph) - £26,900 pa (£15.20ph), depending on experience and qualifications.
About the role:
Our financial advice business is recruiting for a multifaceted Technical Wealth Administrator at our office in Kingseat, Newmachar. This is a key role, and the successful candidate will be part of a team making a meaningful difference to our client’s financial well-being.
The ideal candidate will have a demonstrable track record in business administration roles, preferably with a background in financial services, be determined and proactive, confident of working to an extremely high standard with very little supervision required. For the successful candidate, there will be an expectation for progression in the role, to enhance responsibilities and skills.
Approximately 34 hours per week, Monday to Friday at our office location (there may be flexibility to work from home one day per week, but this will be on a discretionary basis).
Responsibilities:
-
Carrying out administrative tasks, such as compiling letters, emails and reports.
-
Organising client appointments, preparing meeting rooms for client appointment, greeting clients & providing refreshments.
-
Office stationery & stock management.
-
Collation, maintenance & organisation of information and documents, in support of the financial adviser team.
-
Utilisation of sales/advice submission system, including data gathering & input.
-
Research / interrogation of IT systems, and via telephone, with financial services providers to collect client or product information.
-
Using online investment platform to create documentation and facilitate basic investment management actions.
-
Business marketing to clients and non-clients.
Essential skills
- Excellent verbal and written communication skills (including report writing).
- Exceptionally strong attention to detail.
- Highly organised and be able to properly prioritize work.
- Strong sense of perseverance, with the ability to perform at the highest standard, even under pressure.
- Good technology skills, but particularly the use of Microsoft packages such as Excel/Word/Outlook.
- Ability to work as part of a team, and at times alone, in the delivery of excellent client service & experience.
Qualifications
- Minimum qualification level of HNC, preferably in business or office administration / management.
- A qualification from a financial services / banking education body would also be preferred, in particular the CII or the CISI.
Benefits:
- Company pension
- On-site parking
- Sick pay
- Death-in-service
If you’re looking for a rewarding part-time opportunity and want to be a part of a friendly team, we would love to hear from you! Please submit your application and we will be in touch!
