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Financial Services Administrator

  • Competitive

  • Ref

    HS9645

  • Contact Name |Helen Spriggs

Client Support Administrator – Salary dependent upon experience. Excellent benefits included.

BWD are delighted to working on behalf of a well-respected Financial Services company 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 company 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 

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CONTACT US 0113 274 3000