Administration Assistant

Cornmarket; Glasgow; On-site; GBP 20,000 - 28,000; Full time

Job summary

A leading financial service provider in Glasgow is seeking a motivated Administration Assistant to support Independent Financial Planners. The role involves processing applications, preparing reports, and delivering high-quality customer service in a friendly and compliant manner. Full-time and part-time positions are available with potential for flexible working arrangements after training.

Qualifications

• Experience in customer service, both phone and in-person.
• Proficient in Microsoft Word, Excel, Outlook.
• Willingness to work towards a financial advice qualification.

Responsibilities

• Process new business applications and prepare client meeting paperwork.
• Maintain client data and assist with various administrative tasks.
• Provide customer service and comply with regulatory requirements.

Skills

Customer Service

Attention to Detail

Team Collaboration

Microsoft Packages

Education

Level 4 Certificate in Financial Advice

Job description

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EIS Financial Services was originally formed by The Educational Institute of Scotland (Teachers Union) to give EIS Union members and their families’ access to a dedicated team of professional financial planners providing impartial advice including retirement Planning, investment planning with a strong understanding of the Teachers’ and other educational specialists pension schemes. The company now belongs to Cornmarket Group Financial services and remains the preferred financial planner for the EIS FS Union on behalf of its’ members. More information about us can be found at www.eisfs.co.uk.

Role:

The Administration Assistant will work within the operations team and provide administrative support to our small team of Independent Financial Planners and our review team.

Location:

There are two permanent positions; one full time one part time (two days equivalent). Hours are flexible and by discussion and also flexible working from home is possible once training is complete. Some experience in Financial Services would be desirable. However, training will be given and initially this will mean being based in the EIS Financial Services offices in Clairmont Gardens, Glasgow.

Accountabilities of the Role:

Acknowledging, vetting and processing of new business applications for all products in an accurate and timely manner.

Check and field enquiry emails

Prepare paperwork for client meetings including all relevant compliance documentation

Prepare first draft suitability reports for life, pension and investment options

Liaise with investment companies and providers to obtain the necessary information, updates and/or documentation as required

Maintain client data in ‘Intelligent Office’ in a timely and accurate manner. Scan various documents to IO. (e.g. mail, statements, receipts)

Ad hoc administrative tasks as required

Ad hoc support to SMF16, MD and Financial Planner Manager

Print and issue paper based annual reviews

Participate in various quarter-end processing functions (data audits, reporting and billing). Reconcile bank accounts for income.

Production of MI for weekly management reports

Preparation of quarterly KPI reports for compliance

Add leads to Excel and pass on the leads management

Provide a professional, friendly and compliant service to our customers in person and over the phone

Comply with the risk control and regulatory requirements that are relevant to this role

Skills & Knowledge Required:

Experience providing excellent customer service over the phone and/ or in person essential

Administration and/or cash reconciliation experience preferable

An awareness of life, pension, investment products desirable but not required

The ideal candidate will be working towards or willing to work towards a level 4 Certificate in Financial Advice

Proficient in the use of Microsoft Packages (Word, Excel, Outlook)

Excellent attention to detail

Experience working collaboratively as part of a team

Approachable and a can-do attitude

Quality-focused with a Customer First approach