Financial Services Administrator

Eden Scott; Aberdeen City; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an IFA Administrator to join their supportive team. In this role, you will prepare client packs for meetings, manage client queries, and ensure compliance with internal processes. Your attention to detail and administrative skills will be crucial as you handle client requests and maintain accurate records using Inteliflo. This position offers a fantastic opportunity to contribute to a dynamic environment where your efforts will directly support Financial Advisers and Paraplanners in delivering exceptional service to clients. If you thrive in a fast-paced setting and have a passion for financial services, this role is perfect for you.

Qualifications

• Erfahrung in der Unterstützung von Finanzberatern und Paraplannern.
• Fähigkeit, genaue und zeitgerechte Verwaltungsaufgaben durchzuführen.

Responsibilities

• Vorbereitung von Klientenunterlagen für Besprechungen und neue Geschäfte.
• Beantwortung von Anfragen per Telefon und E-Mail von Klienten und Anbietern.

Skills

Client Communication

Attention to Detail

Administrative Skills

Compliance Knowledge

Education

Experience in Financial Services

Tools

Inteliflo

Job description

Eden Scott is delighted to be supporting our longstanding client, a Firm of IFAs, to recruit for an IFA Administrator. You will be joining an established team supporting their Paraplanners and Financial Advisers.

FINANCIAL SERVICES ADMINISTRATOR

1. Prepare client packs for meetings - new business packs (RTW) and/or meeting review packs.
2. Answer telephone and email queries from clients and providers.
3. Add new clients to and update Inteliflo client records.
4. Send new business to Providers by mail, email, or process directly on the platform, ensuring paperwork is completed in accordance with internal compliance requirements.
5. Action client requests, usually withdrawals (accuracy required).
6. Create and maintain work tasks via Intelliflo to ensure workflow is processed in a timely manner.
7. Communicate with Providers for any outstanding documentation or information. Upon receipt of new policy, check documentation for accuracy and send out to the client.
8. Prioritize and maintain workload.
9. Provide general administration support for the IFAs.

If you have experience in a similar role, please click on the link to apply or send your updated CV to [e-mail].