Financial Services Administ...

Financial Services Administrator

Job Title: Financial Services Administrator
Contract Type: Permanent
Location: Aberdeen City
Salary: Competitive
Start Date: ASAP
Reference: HS9645
Contact Name: Helen Spriggs
Contact Email:
Job Published: November 26, 2018 15:03

Job Description

CLIENT SUPPORT ADMINISTRATOR FINANCIAL SERVICES ABERDEEN – Salary dependent upon experience. Excellent benefits included.

BWD are delighted to working on behalf of a well-respected firm of Independent Financial Advisers within the Aberdeen area, who are looking to recruit a Client Support Administrator.
This is the perfect opportunity if you work within the Financial Services industry already and are looking for a more challenging role, within a firm who like to encourage progression.

My client is looking for an individual who would welcome the opportunity to progress to a fully-fledged Paraplanner in the future.

On a daily basis, this is a snap shot of what the role will include:

  • Maintaining the client database
  • Assisting the Director with the submission of Gabriel reports
  • Preparing files for appointments – to include detailed investment schedules, fund performance statistics and investment valuations.
  • Research – Researching the market using appropriate research tools to identify suitable solutions for the client, obtaining quotes, illustrations and applications, obtaining and preparing past performance detail
  • Processing new business on line and paper based, for life, pensions, investments etc

In order to apply you will need to have:

  • Experience of working for an IFA practice, in supporting Financial Services
  • The ability to undertake Letters of Authority
  • Experience of preparing Valuations
  • Preparing packs for Financial Advisers

If you would like to  find out more, please contact Helen Spriggs on 0113 4260775