Administrator

Seven Investment Management; City of Edinburgh; Sur place; GBP 26 000 - 32 000; Plein temps

Résumé du poste

Seven Investment Management in Edinburgh is seeking a dedicated client support administrator to assist advisers in delivering a high-quality, compliant service to clients. You will coordinate between advisers, providers, and clients, handling calls, emails, and documentation to ensure a smooth advice journey.

You will assist with policy information, data accuracy, compliance paperwork, and processing new business and Life Cover quotations under partner supervision, contributing to a positive

Qualifications

• Capable of building relationships whilst delivering a level of service which exceeds expectations.
• The ability to draft reports and letters regarding client investments under partners' guidance/supervision
• Excellent verbal and written communication skills, with the ability to work under pressure.

Responsabilités

• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s

Connaissances

Relationship skills

Report drafting

Communication

Description du poste

Job Purpose

To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process.

If successful, you will be formally employed by Partners Wealth Management.

Key Responsibilities

• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s

About You

Skills and experience

• Capable of building relationships whilst delivering a level of service which exceeds expectations
• The ability to draft reports and letters regarding client investments under partners' guidance/supervision
• Excellent verbal and written communication skills, with the ability to work under pressure