Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Client Technical Administrator

Nelson Scott LLP
Job LocationGlasgow
EducationNot Mentioned
Salary£25,000 - £27,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title

  • Client Technical Administrator
    • Seniority Level
  • Administration
    • Reporting to
  • Technical Administration Supervisor (Wealth)
    • Employment Type
  • Full-Time
    • Job Function
  • Support
    • Location
  • Open to location
    • SkillsYou will:
  • Provide high quality support to our Advisers
  • Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information eg switch fees and funds available and charges
  • Work with FE analytics
  • Co-ordinate the issuing of client advice, client correspondence and enclosures
  • Process new business through to conclusion
  • Work with Platform sites
    • Qualities
  • Excellent communication skills, both verbal and written
  • Ability to effectively manage your own time and achieve strict timescales
  • Work on your own initiative
  • A self-starter and finisher
  • Good at working under pressure
  • Well developed problem-solving skills
  • Excellent attention to detail
  • A strong team player
    • Experience
  • Minimum of 5 years’ financial services industry experience in a similar role
  • A proven track record in providing high quality administrative support to advisers
  • Proficient with Microsoft Excel and Word
  • Proficient in Xplan (desirable)
    • Qualifications
  • Working towards the CII Level 4 qualification would be desirable
    • If you meet the above criteria we would love to hear from you.How we workWe are committed to:
  • Acting with the highest ethical standards and integrity
  • Acting in the best interests of our clients
  • Providing a high standard of advice and service to our clients
  • Treating our clients fairly
    • We embrace the core values of honesty and professionalism and we are committed to improving the skills and knowledge of our people at all levels. We are passionate about developing our team and promoting from within.We offer
  • A competitive package and benefits
  • Excellent development and support
    • Required skills
  • Administrative
  • Financial Planning
  • Financial Services
  • IRESS, AO, Xplan

    • Keyskills :
    Administrative Financial Planning Financial Services IRESS AO Xplan

    APPLY NOW

    Client Technical Administrator Related Jobs

    © 2019 Naukrijobs All Rights Reserved