Eden Scott's Client is currently seeking a Financial Support Administrator to work with their current team based in their Glasgow Operations.
The successful individual will be involved in the day-to-day administration tasks.
Responsibilities
* Work closely with the Paraplanning team to ensure workloads are carried out in a time-efficient manner.
* Provide administration support to the team on a daily basis, with duties including but not limited to: New Business.
* Contact clients, liaise with providers, update online systems, and produce valuations.
* Provide technical support.
* Liaise with providers to obtain relevant client, product, and fund manager information for advisers and paraplanners to analyze and include within advice reports.
* Fund switches and rebalances, checking peer work.
* Maintain up-to-date client files and data.
* Obtain illustrations, valuations, and other information.
* Process and track applications.
* Receive and implement requests from planners and paraplanners.
* Prepare annual review listings by month.
* Prepare and issue annual review data (fact find, etc.) to clients.
* Liaise with clients and providers.
* Operate within the compliance and corporate standards of the business.
Person Specification
* Interpersonal - team working and communicating with clients remotely.
* Proactive, willing to continue to develop, enthusiastic.
* Highly organized, methodical, disciplined, and meticulous.
* Able to prioritize.
* Computer literate (Word, Excel, back office).
Please only apply if you have relevant experience.
Don't miss out on this fantastic opportunity, apply now. To discuss this role in more detail, please contact Karen Kerr at 0131 5501129 or email Karen.kerr@edenscott.com.
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