Financial Services Administrator
Financial Services Administrator - GlasgowTempest Jones is pleased to be recruiting for a thriving financial planning firm based in their central Glasgow office. As Financial Services Administrator, you will work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams.What''s on offer for the Financial Services Administrator:Competitive salary depending on experience and qualificationsStudy support toward the Diploma in Financial PlanningLong term career path into paraplanning and advice, if this is of interest.Financial Services Administrator Key Responsibilities:Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.First port of call for client enquiries, answering the telephone and emails.Diary management and booking appointments with clients.Daily use of providers platforms.Preparation of the review files prior to meetings.Preparing suitability reports for no change review clients.Working closely with the paraplanners to make sure all cases are accurate and up to date.General administrative duties including post, filing, managing diaries, photocopying/scanning/printing.Ordering and maintaining stationery and office equipment.Other ad hoc tasks to support leadership team.Financial Services Administrator Requirements:Previous experience supporting financial planners with cl
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