Financial Administrator

Manpower UK are currently recruiting for a Finance administrator on behalf of our client who is a well-established and prestigious independent Financial Adviser firm based in the city centre of Edinburgh.

The key purpose of the job is to provide a high level of support to the Wealth Management Advisers, applying efficient working methods and organisational skills in order to maximise effectiveness. You will also be responsible in providing top level service to a portfolio of high net worth clients.

You main duties and responsibilities will be:

• To manage the complete client review process
• New Business processing
• Switches and Dis-investments
• Carrying out financial valuations
• Working closely with the Adviser on pre-meeting preparation and post meeting follow up action points
• Obtaining information from providers
• Drafting of reports
• Customer service management and administration
• Liaising with the Investment Director to prepare strategies, switches and valuations
• Diary management
• Maintain and manage day to day tasks whilst prioritising which are most important
• Organising internal and external meetings, preparing agendas and distribution of minutes

You must have the following knowledge, experience and behaviours:

• Focused with a high level of attention to detail
• Skilled oral and written communicator
• Strong organisational skills
• Highly literate and numerate
• Managing own workloads with reference to deadlines and priorities
• Analytic minded the with ability to problem solve
• Taking responsibility and ownership
• Handling pressure in a positive way

Salary is dependent on experience and qualifications held based on a 35 hour week (Monday to Friday 9am - 5pm).

If you feel that you have the relevant experience and would like to be part of a prestigious financial establishment please send your CV in the first instance.