Financial Administrator

Job Description

Financial AdministratorLocation: Aberdeen, Bridge of DonSalary: £20-25k + bonus + benefitsAre you an enthusiastic character with a strong work ethicDo you have a Positive Attitude and a hunger to developYou will be working as part of the team at VT Wealth, a highly respected Appointed Representative of St. James’s Place Wealth Management Plc. VT Wealth is a family-run company offering Valued and Trusted face-to-face financial planning advice to individuals, families and businesses all over the North East of Scotland. With offices in Aberdeen and Fraserburgh, our clients are at the very heart of our business.VT Wealth are built on strong values and attention to detail with a commitment to offer so much more than just financial planning advice and services. Our aim is to work with our clients to help them identify, plan and set goals to achieve peace of mind, security and Financial Wellbeing, whilst sustaining their desired lifestyle. The Role: Financial AdministratorYou will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients. Full training will be given and there is scope within this role to progress and develop your knowledge and career.You will be primarily involved with multiple administrative activities; you will also manage and collate client data and act as a primary point of contact for the Practice Clients and Third Parties.Specifically your role with involve: • Day to day use and management of the Practice’s Salesforce CRM database as well as other IT systems.• Primary point of contact for the Practice Clients and Third Parties - phone, e mail and face to face.• Managing the database of clients• Dealing with correspondence for Clients and Providers.• Responsible for business submission using bespoke software and writing basic reports. • Working to deadlines and dealing with clients on a daily basis.• Providing additional support for the Practice Financial Planners as and when required.This role offers a career path towards becoming a Practice Manager, a Paraplanner or a Financial Planner within the Practice. Professional studies will be supportedThe Person: Financial AdministratorTo be considered as a Financial Administrator, you will need:• To strive at all times to demonstrate high integrity, by displaying honesty, confidentiality and transparency with a strong moral compass.• Excellent literacy, numeracy and communication skills - both verbal and written.• Strong attention to detail and be able to problem solve and to take the initiative. • Excellent time keeping, time management and planning skills.• A strong working knowledge of Office 365 Programs.• A working knowledge of a CRM Database is preferred• Financial Services experience is useful but not essentialPlease note that VT Wealth will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for VT Wealth. Required skills

Administrative

Client Services

Database Administration

Financial Services

Wealth Management

Keyskills :
Administrative Client Services Database Administration Financial Services Wealth Management