Financial Services Administrator

Financial Services AdministratorAyrshire£28,000 - £30,000 + benefitsJoin a respected financial advisory firm offering a stable, long-term role within a professional and supportive office environment. This opportunity is with an established practice that prides itself on strong client relationships, high standards, and a collaborative team culture.You'll be supporting experienced advisers, playing a key role in the smooth day-to-day running of the business. This is an ideal role if you enjoy being organised, working with clients, and being trusted with responsibility in a regulated financial services environment.The business encourages ongoing learning and development, giving you the chance to build your technical knowledge and develop a long-term career within financial planning.What you'll doAs a Financial Services Administrator, you'll provide high-level administrative support across the practice, including:Supporting multiple advisers and the Practice Manager with client and office administrationActing as a key point of contact for clients, providers and third partiesPreparing client files, including compliance documentation, research, illustrations and supporting paperworkEnsuring all client records are accurate, complete and up to dateProcessing applications accurately and tracking cases through to completionProgressing new business with providers and resolving queries in a timely mannerManaging diaries and coordinating client appointmentsMaintaining review systems and supporting ongoing client servicingContributing to team meetings and maintaining high professional standards at all timesWhat you'll needPrevious experience in a Wealth Management / Financial Services Administrator positionExperience working in Financial Planning, Wealth Management, or similar Financial Services firmUnderstanding of pensions, investments and protectionWhat's in it for youFinancial support and encouragement to work towards professional qualificationsHybrid working to support a healthy work-life balance25 days annual leave plus bank holidaysPrivate Medical InsuranceDeath in Service benefitA relaxed, friendly and professional working environmentStability, structure, and a long-term career path rather than a short-term roleExposure to experienced advisers and a well-run advice processA genuinely supportive team where your contribution is recognised and valuedIf you're interested, please Apply now, or reach out to Ross Altan at Reed.Don't worry if your CV isn't up to date.

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