At a Glance
- Tasks: Provide top-notch admin support to financial planners and manage client records.
- Company: Join a growing team in a dynamic financial planning firm in Inverness.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Mentorship opportunities available for junior staff in a collaborative environment.
- Why this job: Make a real impact by supporting high-net-worth clients and enhancing back-office efficiency.
- Qualifications: Experience in financial administration and strong IT skills are essential.
The predicted salary is between 40000 - 45000 £ per year.
Our client currently has an exciting opportunity for a Senior Administrator to join their expanding team based in Inverness. Working as part of the Financial Planning Support Team, you will provide high quality and accurate administrative support to Financial Planners including core financial administration, case management and compliance.
Duties include:
- Open, track, and process applications for investment products.
- Monitor applications and liaise with providers.
- Request policy details.
- Keep client records fully updated with precise data and policy history.
- Compile client meeting packs for advisers, ensuring all current policy information and forms are included.
- Administer the invoicing of fees, commissions, and update financial logs.
- Handle daily incoming post, manage team email inboxes, answer telephone queries, and greet clients.
- Assist with the compilation of detailed valuation reports, portfolio analysis and summaries for high-net-worth (HNW) clients.
- Review client files against strict FCA and anti-money laundering (AML) regulations before submission to compliance.
- Carry out audits to identify and improve back-office efficiency.
- Support and mentor the wider administrative team, supervising junior administration staff.
Person Specification:
Experience & Knowledge
- Minimum 3-5 years of financial administration experience within an IFA or wealth management firm (preferred).
- Strong understanding of financial products, regulations and compliance.
- Excellent IT skills including CRM systems.
Qualifications Desirable:
- CII Certificate in Financial Services (e.g., R01, CF1, or FA2).
Skills & Attributes
- Ability to work with exceptional attention to detail and accuracy and dealing with client records and financial data.
- Excellent written and verbal communication skills, comfortable dealing with high-net-worth individuals and a range of internal and external contacts.
- Highly organised with the ability to manage multiple clients and tasks simultaneously under pressure.
Senior Administrator in Highland employer: Castle View Personnel
As a Finance Administrator in Inverness, you will join a dynamic and supportive team that values detail-oriented individuals who are passionate about delivering high-quality financial support. The company fosters a collaborative work culture, offering opportunities for professional growth and development, while also providing a competitive salary and the potential for long-term employment. With a focus on employee well-being and a commitment to excellence, this role is perfect for those seeking meaningful and rewarding work in a thriving environment.
