Financial Planning Administrator - Aberdeen
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.