Financial Advice Administrator

Hymans Robertson; Glasgow; Hybrid; GBP 22,000 - 30,000; Full time

Job summary

A financial services firm is seeking a Financial Advice Administrator in Glasgow or Edinburgh to support Financial Advisers with administration tasks, manage client records, and ensure high-quality service delivery. The role requires strong skills in Excel and Word, along with experience in a financial planning environment. The firm offers a competitive salary, a flexible benefits package, and a hybrid working model.

Benefits

Flexible employee benefits

On-site mental health and wellbeing assistance

Mentoring opportunities

Social activities and volunteering leave

Hybrid working environment

Flexible working hours

Qualifications

• Experience in providing administrative support to Financial Advisers.
• Ability to maintain high standards of service to clients.
• Good working knowledge of client databases is preferred.

Responsibilities

• Provide efficient administration service for Financial Advisers.
• Maintain and update client records in the IO database.
• Produce necessary paperwork for clients, including quotations and valuations.
• Process new business documentation in accordance with service standards.

Skills

Experience within an IFA/Financial Planning firm

Strong Excel and Word skills

Dealing with product providers regarding pensions and investments

Attention to detail

High level of organisational skills

Tools

IO back office software

Microsoft Word

Microsoft Excel

PowerPoint

Job description

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We currently have an exciting opportunity to join our Personal Wealth Business as a Financial Advice Administrator on a full time time basis in either our Glasgow or Edinburgh Office.

Though this is a varied role, your key tasks will include:

• Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients
• Working closely with the financial adviser and paraplanner to ensure a high standard of advice and service to clients
• Working closely with the provider admin to ensure they have the information required to communicate and liaise effectively with external product providers to obtain policy specific information and to ensure business is completed within SLAs
• Populating and maintaining client records within our IO database
• Producing all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations
• Processing all new business documentation in accordance with the agreed service and quality standards
• Dealing with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor
• Providing professional customer service to new and existing clients via telephone, email and face to face when required
• Processing and scanning post

To enjoy and succeed in this role, you will have:

• Haveexperience within an IFA/Financial Planning firm
• Have experience of IO back office software
• Have strong excel and word skills
• Be experienced with dealing with product providers regarding a range of pensions and investments
• Be integral to seeing business through from the start to the end of the process, which may also involve dealing with clients
• Good working knowledge of IO database is preferred
• Sound knowledge of Microsoft Word, Excel and PowerPoint

About you

• Thorough, with a high degree of accuracy
• Excellent attention to detail
• Able to multi task and prioritise effectively
• High level of organisational skills
• Team player with a hands-on motivational approach

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support.

In addition to a competitive salary and access to our profit share scheme, we offer:

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
• A collaborative and encouraging work environment where your thinking and ideas are encouraged.
• On site mental health and wellbeing assistance.
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.