Financial Advice Administrator

Job Description The VacancyWe 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 clientsWorking closely with the financial adviser and paraplanner to ensure a high standard of advice and service to clientsWorking 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 SLAsPopulating and maintaining client records within our IO databaseProducing all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuationsProcessing all new business documentation in accordance with the agreed service and quality standardsDealing with basic queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manorProviding professional customer service to new and existing clients via telephone, email and face to face when requiredProcessing and scanning postTo enjoy and succeed in this role, you will have: Have experience within an IFA/Financial Planning firmBe experienced in dealing with product providers regarding a range of pensions and investmentsBe integral to seeing business through from the start to the end of the process, which may also involve dealing with clientsGood working knowledge of IO database is preferredSound knowledge of Microsoft Word, Excel and PowerPointAbout YouThorough, with a high degree of accuracyExcellent attention to detailAble to multi task and prioritise effectivelyExcellent communication skillsHigh level of organisational skillsTeam player with a hands-on motivational approachWe 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 days 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 well be happy to discuss your individual circumstances further with you.About UsTogether, weve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, were one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.Were committed to developing our people and encourage everyone to carve out their own career path. Weve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isnt limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.Our hybrid working model offers the best of both worlds home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here .If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.Together, we can make this the best job youll ever have.We OfferOur cultureWe live and breathe our four values friendly, confident, partnering and straightforward and genuinely care about out people, clients, community and the environment.Job satisfactionEvery employee can genuinely make a difference and contribute towards achieving our purpose together, building better futures. Whether thats helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.Reward and wellbeingWe offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.Flexible workingWe trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.Latest technologyWe use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.Career developmentThere is no linear path learning opportunities are plentiful and empower you to carve out your own career.

Created: 2025-12-18