Financial Services Administrator - Stirling

JohnstonGreer Ltd; Stirling; On-site; GBP 25,000 - 27,000; Full time

Benefits offered by this job

Pension

Flexible benefits

Bonus

Job summary

JohnstonGreer Ltd in Stirling is recruiting a Financial Services Administrator to support our advisory team handling valuations, data collation, database management and compliance across private client services.

The role includes preparing reports for Advisors and regulators, assisting with projects and processes, and managing fees within a fast-growing financial organisation with a strong UK network.

Qualifications

• Experience in a financial services environment preferred.

Responsibilities

• valuations
• collating of data
• database management
• liaison with external parties
• general office duties
• reports for Advisors and regulators
• assisting with projects and processes
• fee management
• compliance

Skills

Valuations

Data collation

Database management

External liaison

Office duties

Advisor reports

Projects

Fee management

Compliance

Job description

Financial Services Administrator

£25,000 to £27,000 plus benefits

Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The business has a network of branches throughout the UK and continues to grow through recruitment and acquisition of other firms.

Responsibilities

• valuations


• collating of data


• database management


• liaison with external parties


• general office duties


• reports for Advisors and regulators


• assisting with projects and processes


• fee management


• compliance

Applicants will have similar administration experience, ideally within a Financial organisation such as a Pensions Provider, Financial Advisor, Bank or Investment firm.

Benefits

• The opportunity includes a full range of benefits which includes pension, flexible benefits and bonus.