Administrator - Financial Services
Posted 3 days ago
- Linlithgow, West Lothian
- Any
- External
- Expires In 3 months
Administrator – Financial Services | Linlithgow, West Lothian | 40 hours per week-9am-5:30pm; all working hours are office based | £24,000 - £30,000 per year
Our client has been serving West Lothian and beyond since 1996. As financial advisers, they provide specialist financial planning, pensions, and wealth management advice to a wide range of clients, private and corporate, whether just starting out or closing in on retirement.
In this role, you will provide administrative support to the Practice, Paraplanners and Advisers to ensure the efficient processing of business, effective management of day-to-day tasks and that clients receive a high level of service when contacting the practice.
Are you the right person for the job?
At least 3 years of experience in Financial Services
Strong integrity and work ethic
Positive, "Can Do" attitude
Committed and dedicated
Collaborative team player
Loyal and honest
Maintains a positive mental attitude
Your role will include, but won't be limited to
Direct Mail to the relevant Case Handler
Maintain literature stock within the office
Ensuring all documentation is relevant and kept up to date
Maintaining Client files both in paper format and electronically, updating as and when necessary
Maintain client files in line with GD...
Our client has been serving West Lothian and beyond since 1996. As financial advisers, they provide specialist financial planning, pensions, and wealth management advice to a wide range of clients, private and corporate, whether just starting out or closing in on retirement.
In this role, you will provide administrative support to the Practice, Paraplanners and Advisers to ensure the efficient processing of business, effective management of day-to-day tasks and that clients receive a high level of service when contacting the practice.
Are you the right person for the job?
At least 3 years of experience in Financial Services
Strong integrity and work ethic
Positive, "Can Do" attitude
Committed and dedicated
Collaborative team player
Loyal and honest
Maintains a positive mental attitude
Your role will include, but won't be limited to
Direct Mail to the relevant Case Handler
Maintain literature stock within the office
Ensuring all documentation is relevant and kept up to date
Maintaining Client files both in paper format and electronically, updating as and when necessary
Maintain client files in line with GD...