Job Description
Job Title: Financial Services Team Support Associate
Location: Glasgow
Salary: £25,000
Our client who are a leading financial services firm committed to providing tailored solutions to meet their client's needs. With a focus on excellence and innovation, they strive to deliver exceptional service and support to help their clients achieve their financial goals.
The successful candidate will play a crucial role in supporting the Advisers and Para-Planners, ensuring the smooth operation of our financial services department.
- Collaborate closely with Advisers and Para-Planners to ensure seamless operations within the Financial Services Team.
- Prepare comprehensive Valuation Reports and packs for annual review meetings, ensuring accuracy and timeliness.
- Process Fund Switches, Withdrawals, and New Business transactions efficiently and accurately.
- Manage daily mail distribution to relevant stakeholders.
- Gather and organise plan/policy information from various Providers for client portfolios.
- Address queries from the Tax Department regarding client investments and pensions, providing necessary information and support.
- Perform Income and Fees Reconciliation tasks to ensure financial records are accurate and up-to-date.
- Demonstrate proficiency in navigating and utilising multiple provider platforms to support operational needs.
About You
- Prior experience in a similar role within the financial services sector is essential
- A minimum of 2 years of experience with the financial services sector
- Knowledge and experience using Intelligent Office
- Strong organisational skills with meticulous attention to detail.
- Excellent communication skills, both written and verbal.
- Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
- Proficiency in using relevant software and platforms for financial data management.
- Commitment to maintaining confidentiality and handling sensitive information with discretion.
If you would like to find out more about this opportunity, please send your CV or call Kirsty on 07585 334 140.
