Job Description

We currently have an exciting opportunity to join our Personal Wealth Business as a Financial Advice Administrator on a full time time basis in either our Glasgow or Edinburgh Office.

Though this is a varied role, your key tasks will include:

Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and processing of new business and the servicing of existing clients Working closely with the financial adviser and paraplanner to ensure a high standard of advice and service to clients Working closely with the provider admin to ensure they have the information required to communicate and liaise effectively with external product providers to obtain policy specific information and to ensure business is completed within SLAs Populating and maintaining client records within our IO database Producing all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations Processing all new business documentation in accordance with the agreed service and quality standards Dealing with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manor Providing professional customer service to new and existing clients via telephone, email and face to face when required Processing and scanning post

To enjoy and succeed in this role, you will have:

Have experience within an IFA/Financial Planning firm Be experienced in dealing with product providers regarding a range of pensions and investments Be integral to seeing business through from the start to the end of the process, which may also involve dealing with clients Good working knowledge of IO database is preferred Sound knowledge of Microsoft Word, Excel and PowerPoint

About you

Thorough, with a high degree of accuracy Excellent attention to detail Able to multi task and prioritise effectively Excellent communication skills High level of organisational skills Team player with a hands-on motivational approach
We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support.

In addition to a competitive salary and access to our profit share scheme, we offer:

A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs. A collaborative and encouraging work environment where your thinking and ideas are encouraged. On site mental health and wellbeing assistance. A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments - with the expectation of two 'in-office' days per week. A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.


We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.


To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we'll be happy to discuss your individual circumstances further with you.


We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.


That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.


For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.