Working Week: Monday - Friday 9am until 5pm (flexible hours available)
An opportunity for an enthusiastic person to join our Aberdeen office as Financial Services Administrator. The ideal candidate will have a basic understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely be the same. You will need the ability to react to situations, input data accurately and quickly.
Responsibilities:
* Interaction with clients via phone, letter, email, etc.
* Interaction with investment companies and platforms to generate appropriate information.
* Diary management.
* Supporting team members with administration.
* Handling incoming phone calls.
* Producing client portfolio valuations from various investment providers.
* Maintaining client database records.
* Inputting data into online systems.
* Ability to work unsupervised (after training).
* Following company systems and processes.
* Numerate and literate with knowledge of various administrative systems, specifically financial.
* Demonstrating precise attention to detail.
* Managing and prioritising own workload.
* Experience of MS Office including Excel, Word, Outlook, and Sharepoint.
* Excellent interpersonal skills.
* Well-presented and professional in appearance.
* Excellent organisational and planning skills with the ability to multi-task.
* Helpful and approachable with an enthusiastic nature and a desire for excellence and quality.
A clear career progression path is available for employees to Paraplanning or Financial Planning if desired.
Job Type: Full-time
Pay: £22,000.00-£24,000.00 per year
Benefits:
* Company events.
* Company pension.
* Free parking.
* Life insurance.
* On-site parking.
* Private medical insurance.
* Sick pay.
Schedule:
* Monday to Friday.
* No weekends.
Ability to commute/relocate:
* Aberdeen: reliably commute or plan to relocate before starting work (required).
Work Location: In person
Application deadline: 13/09/2024
Reference ID: IFA Administrator - Aberdeen
#J-18808-Ljbffr