Financial Services Administrator

Utopian Professional Recruitment Services Ltd; Newton Mearns; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency in Scotland seeks a motivated individual to support financial planners in managing the client advice journey. The role requires strong administrative skills, proactive communication, and the ability to maintain client records accurately. Benefits include generous holiday allowance, ongoing personal development, and a competitive salary. This is a fantastic opportunity for those aspiring to build a rewarding career in financial services within a supportive team environment.

Benefits

Generous holiday allowance

Ongoing personal development

Group pension scheme

Healthcare

Study support

Death in Service

Performance-linked pay increase

Annual bonus

Qualifications

• A genuine interest in progressing in financial services.
• Strong administrative experience and IT literacy.
• Ability to work independently and as part of a team.

Responsibilities

• Support the Financial Planner in managing client advice journeys.
• Process all existing client transactions in a timely manner.
• Ensure client records are accurately maintained across systems.

Skills

Administrative experience

Organisational skills

Proactive approach

Microsoft Excel

Strong communication skills

Interpersonal skills

Flexible approach to work

Teamwork

Education

Graduate degree

Tools

Microsoft Word

Job description

Your main responsibilities will include:

Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:

• Providing all necessary paperwork timeously for new and review planning meetings
• Adopting a good client-first culture and ensuring that every client interaction is a positive one
• Efficiently obtaining all necessary information about a client’s existing products using Letters of Authority, preparing illustrations and submitting new business
• Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated
• Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc
• Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms and any other transactions, as necessary
• Identifying clients due for review and following workflow to completion in line with processes
• Ensuring all client records across various softwares are set up and accurately maintained in line with inhouse processes and regulatory requirements
• Using internal systems as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience
• Supporting the Operations and Compliance functions by ensuring that all Management Information is accurate and readily accessible
• Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team
• Carrying out any other activities or ad hoc project duties for the team as necessary
• Completing all mandatory learning within the deadlines, and adhering to conduct rules at all times

Skills and Experience

• A graduate with a genuine interest to progress into financial services and/or a background within financial services, wealth management or an IFA (not essential)
• Strong administrative experience
• Highly organised, self motivated and proactive
• Good knowledge of using Microsoft Office packages in particular Excel and Word
• IT literate
• Strong verbal and written communications skills
• Excellent interpersonal skills with individuals at all levels, internally and externally
• Flexible approach to work
• The ability to work on own initiative and also work as part of a team is desirable

Benefits

• Generous holiday allowance
• Fully training and ongoing personal development
• Group pension scheme
• Healthcare
• Study support
• Study material and exams fees paid
• Death in Service
• Great opportunities for career progression including all the support you need to reach your career goals
• Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs

This is a fantastic opportunity for a ambitious and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career.

In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.

If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP!

Next Steps:

For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.