Business Support - Financial Services

Office Angels; Stirling; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services seeks an Administration Assistant in Stirling for hybrid work. The ideal candidate will provide essential support in client interactions and documentation, contribute to paraplanning, and ensure compliance. Strong organisational and communication skills are required, along with experience in financial services administration. This role offers an opportunity to grow in a dynamic team environment.

Qualifications

• Proven experience in an administrative role within financial services is essential.
• Experience supporting paraplanning activities is highly desirable.

Responsibilities

• Serve as the first point of contact for clients and assist with inquiries.
• Prepare, organise, and maintain important financial documents.
• Assist paraplanners with research and analysis for financial plans.

Skills

Organisational skills

Communication

Attention to detail

Proficiency in Microsoft Office Suite

Team collaboration

Basic understanding of financial products

Job description

Job Title: Administration Assistant (Financial Services/Paraplanning)

Location: Stirling (Hybrid Working)
Salary: Up to £35k (depending on experience)
Hours: 9:00 AM - 5:00 PM (Flexible)

Are you an organised and proactive individual looking to advance your career in financial services administration? Our client is seeking an Administration Assistant to join their dynamic team in Stirling. In this pivotal role, you will contribute to the smooth operation of the business by providing essential administrative support, particularly in the area of Paraplanning.

Key Responsibilities:

• Client Support: Serve as the first point of contact for clients, assisting with inquiries and requests in a friendly and professional manner.


• Documentation: Prepare, organise, and maintain important financial documents to ensure all records are accurate and accessible.


• Data Entry: Accurately enter data into financial systems and create comprehensive reports to support the team's operational needs.


• Paraplanning Support: Assist paraplanners with research and analysis to prepare financial plans and reports. This includes gathering and compiling data on investment products, insurance policies, and other financial instruments.


• Compliance: Ensure all documentation and processes comply with regulatory requirements and company policies.


• Meeting Coordination: Schedule and organise meetings, ensuring all necessary materials and logistics are in place for efficient discussions.


• General Tasks: Manage filing, handle incoming mail, and oversee office supplies. Provide assistance with various tasks as needed to support the team.

Experience:

• Proven experience in an administrative role within financial services is essential.


• Experience supporting paraplanning activities is highly desirable.

Skills:

• Excellent organisational skills to manage multiple tasks effectively.


• Strong communication skills, both verbal and written, to interact professionally with clients and colleagues.


• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) to carry out daily tasks efficiently.


• Keen attention to detail to ensure accuracy in documentation and data entry.


• Ability to work independently while also being a collaborative team player.


• Basic understanding of financial products and services.

If you thrive in a fast-paced environment and are eager to contribute to a supportive team, we want to hear from you!

Interested in joining our client's team?
Please contact us at 0141 226 4041 for more information or to submit your application. We look forward to connecting with you!

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.