Administrator Financial Services

tPS Recruitment

Posted a month ago, valid for 6 days

Edinburgh, City of Edinburgh EH105BP, Scotland

Full Time

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Sonic Summary

The role involves supporting advisors with administration and providing high levels of customer service within FAC regulations.
Candidates should have experience in financial services within an administrative role, with strong organizational and communication skills.
The position is with a well-established wealth management firm that prioritizes client-first financial planning.
The company offers a competitive salary based on experience, along with a pension scheme and 25 days of holiday plus bank holidays.
Interested applicants should apply if they are looking for a supportive team environment and opportunities for professional development.

Supporting the Advisors with Administration
Providing a high level of customer service
Working within FAC regulations

Are you an experienced administrator with a passion for delivering outstanding client support in financial services? Join a forward-thinking, independent firm that values integrity, excellence, and individuality.My clientwell-established and respected wealth management firm that takes a client-first approach to truly independent financial planning. The Role:You need to be detail-oriented and proactive administrator to their growing client support team. This role will play a key part in ensuring seamless operations and exceptional service to both clients and financial planners.Key Responsibilities:?? Preparing client reports and annual review packs?? Processing new business applications?? Handling client and adviser queries efficiently?? Managing phone calls and administrative support tasksTo qualify you need to have :? Experience in financial services within an administrative role is essential ? Excellent organisational and time management skills – ability to juggle multiple tasks? Strong communication skills – both written and verbal? Knowledge of Intelligent Office (advantageous but not essential)? Familiarity with Abrdn/Standard Life Wrap (training provided)What’s in it for you?? Competitive salary based on experience? Company pension scheme? 25 days holiday + bank holidays? Support for professional exams and career development opportunities? A supportive and dynamic team environment?? Interested? Apply now to take the next step in your career with a firm that values your growth and individuality.

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