Financial Adviser jobs in Dingwall

Our client is looking to appoint an experienced Administrator to join their expanding team based in Inverness. This office-based role is within the Independent Financial Services support team and the successful applicant will be working alongside an existing team assisting with all levels of administration and financial reporting.

Person Specification:

• The ideal candidate should be confident, self-motivated and be able to work effectively by themselves as well as being part of a team. An excellent attention to detail is a must.
• Must be able to organise their own work and prioritise their own diary once work has been allocated to them.
• The candidate will ideally have at least three years’ experience within a Financial Services Administration role with a wide product knowledge.
• This is a busy department where the element to multi task is desirable.
• The preferred candidate should be confident and have strong numeracy and reporting skills.
• Good understanding of Microsoft software including Word, Excel and Outlook.
• Provider/Platform experience would be beneficial but not essential.

Day to day duties include:

• Assisting in the preparation of annual reviews.
• Completion of files to meet compliance standards.
• Liaising with providers and clients by telephone/correspondence in relation to new and existing business including Pensions, Investments, Life Cover & Employee Benefits.
• Assisting in the preparation of simple suitability reports.
• Processing and submission of new business (online and postal applications) and monitoring applications.
• Input of adviser fees/commission and the raising of invoices.
• Chasing of adviser fees from provider, where required.
• Processing amendments to existing plans e.g. fund switches.
• Updating and maintaining client information.
• Personal Diary management in Outlook.
• General administration duties which will include filing electronic documents, binding, scanning etc.

Qualifications

• An ideal candidate would be looking to achieve the following qualifications and will be provided with financial assistance in helping to meet these goals.

• Certificate in Financial Services
• Cert CII (FS)

For more information please respond by email or contact Castle View Personnel on 01463 230 200.

Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.

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Job Types: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

Schedule:

• Monday to Friday

Experience:

• Financial Services: 3 years (preferred)
• Administration: 3 years (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person