Financial Planning Administrator - Aberdeen

Recruiter
Hays Talent Solutions
Location
Aberdeenshire
Salary
20000.00 - 27000.00 GBP Annual
Posted
15 Mar 2017
Closes
22 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time

Financial Planning Administrator, Planner, Administration, Admin, Wealth Asset Management Services, Aberdeen,

We are currently recruiting for a Financial Planning Administrator to join a leading wealth management company in Aberdeen. You will be undertaking all general administrative processes, predominantly for the financial planning team.

Key Duties Include (but not excluded to) -

. Preparing new client packs and other documentation required for client meetings.
. Inputting client data into software systems and setting up new accounts.
. Liaising proactively with product providers to collate information, confirm receipt of paperwork and pursue outstanding data.
. Maintaining an audit trail of contact with all external parties.
. Producing valuations and in depth plan specific background information.
. Producing product literature and fund fact sheets.
. Processing new business and servicing paperwork.
. Handling incoming telephone calls, mail and e-mails from clients and product providers.
. Sending regular valuation updates to clients.
. Maintaining files in accordance with branch standards.
. Responding to client enquiries in writing, by e-mail or telephone.

Key Skills and Experience Required -

. Minimum Level 2 financial or accountancy qualification
. Must have at least 2 years relevant experience within Wealth Management, Asset Management and Financial Services
. Demonstrate proactive and assertive behaviour when contacting product providers.
. Knowledge of key features of different financial products and ability to challenge product providers when necessary.
. Excellent organisational and prioritisation skills, meeting all deadlines and required standards.
. Manage expectations of colleagues and clients in relation to task completion.
. Ability to work on own initiative to resolve queries.
. Good communication skills, with ability to compose e-mails and letters to clients.
. Accuracy and attention to detail.
. Working knowledge of Microsoft Outlook, Word and Excel.
. Display a positive approach to change, remain calm and work well under pressure.

Apply online or contact Jack for further information.

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