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- Tasks: Support a team of Financial Advisors with administrative tasks and customer service.
- Company: Join EIS Financial Services, a trusted name in financial advice for teachers.
- Benefits: Part-time hours, flexible work environment, and valuable experience in financial services.
- Why this job: Gain hands-on experience in finance while helping others secure their financial future.
- Qualifications: Strong organisational skills and a passion for customer service are essential.
- Other info: Perfect for students seeking part-time work with career growth potential.
The predicted salary is between 13 - 16 £ per hour.
EIS Financial Services, formed by The Educational Institute of Scotland (Teachers Union) in 1990, provides EIS Union members and their families access to a dedicated team of professional advisers offering impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment Planning, and Teachers Pension Advice.
Purpose Of The Role
The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors. Additionally, this role holder will manage the day-to-day administrative requirements of the Glasgow office. This position is to provide maternity cover for a 12-month period and will be based in the EIS Financial Services offices in Glasgow. This will be a part-time position.
What This Job Is Expected To Do (Accountabilities)
- Manage the incoming post on a daily basis
- Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner
- Scan and process new business documentation on our CRM System (Intelligent Office) in a timely and accurate manner
- Maintain client information in our CRM System
- Provide excellent customer service over the phone to both existing and prospective clients
- Act as the face of the company for customers who may visit the office
- Liaise with and follow up with third party providers, partners or other financial institutions as required
- Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clients etc.)
- Prepare and issue client documentation as required
- Prepare invoices for payment using our Finance System (Xero)
- Prepare monthly reports using the CRM system e.g. the Monthly Fee Income Report
- Update the CRM system to reflect incoming payments and allocate to the relevant accounts
- Deliver post to the local post office as required
- Ad-hoc office duties as required
- Comply with the risk control and regulatory requirements that are relevant to this role
- Maintain commercial awareness relevant to this role
The level of Knowledge / Skills / Experience (Technical Competency) required for the role
- Experience using Intelligent Office, the financial services CRM system, will be an advantage
- Experience in general office administration is essential
- Experience providing excellent customer service over the phone is essential
- Experience in Life Policy administration is preferable
- Experience in Financial Services is desirable
- Experience using a CRM system is desirable
- Proficient in the use of Microsoft Packages (Word, Excel, Outlook)
- Excellent attention to detail
- Strong organisation skills
- Experience working collaboratively as part of a team
The Behavioural Competencies That Are Essential For The Job
- Approachable and a can-do attitude
- Quality-focused with a Customer First approach
- Excellent attention to detail
- Excellent communication skills
- Ability to learn and carry out tasks in line with procedure
- Works well within a team, shares info, collaborates with, supports other team members
Part Time Financial Services Administrator in Glasgow employer: Cornmarket Insurance Services
Contact Detail:
Cornmarket Insurance Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Part Time Financial Services Administrator in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at EIS Financial Services. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching EIS Financial Services and their values. Show us you’re genuinely interested in the role by discussing how your skills align with what they do. We love candidates who are passionate about our mission!
✨Tip Number 3
Practice your customer service skills! Since this role involves a lot of client interaction, think of scenarios where you’ve provided excellent service. We want to see how you handle queries and maintain a positive attitude.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team at EIS Financial Services.
We think you need these skills to ace Part Time Financial Services Administrator in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Services Administrator. Highlight your experience in office administration and customer service, as these are key for us. Use specific examples that show how you've excelled in similar roles.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Explain why you're interested in working with EIS Financial Services and how your skills align with our needs. Keep it friendly and professional, and don’t forget to mention your can-do attitude!
Showcase Your Attention to Detail: In this role, attention to detail is crucial. Make sure your application is free from typos and errors. You could even mention a time when your keen eye for detail made a difference in your previous work – we love those stories!
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s super easy and ensures your application goes directly to us. Plus, you’ll get to see more about what we do and our team culture!
How to prepare for a job interview at Cornmarket Insurance Services
✨Know Your Stuff
Make sure you understand the basics of financial services and the specific role of a Financial Services Administrator. Brush up on terms like CRM systems, customer service best practices, and the importance of attention to detail. This will show that you're genuinely interested in the position.
✨Showcase Your Organisation Skills
Since this role involves managing various administrative tasks, be ready to discuss how you stay organised. Bring examples of how you've successfully managed multiple responsibilities in previous roles. This could be through tools you use or methods you’ve developed.
✨Demonstrate Customer Service Excellence
Prepare to share specific examples of how you've provided excellent customer service in the past. Think about times when you went above and beyond for a client or resolved a tricky situation. This will highlight your customer-first approach, which is crucial for this role.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the team, the company culture, or the challenges they face. This shows that you’re not just interested in the job, but also in how you can contribute to their success.
