Executive Benefit Services (UK) Ltd is looking for an experienced, diligent, and hardworking individual to join our Team in Lanark.
We are an Independent Chartered Financial Planning firm dedicated to providing comprehensive financial planning to our clients. We pride ourselves on giving our clients the highest level of service in a professional manner.
We have a full-time office based position for a dual role working with both our Client Review and Client Support Teams. Ideally, we are looking for full time but would consider part time with a minimum of 4 days. Please consider our location carefully and do not apply if you are unable to commit to commuting to Lanark – a commute of 30 mins or less would be deemed to be the most suitable.
The successful applicant will be someone that is able to work as part of a team in a busy office, with the ability to manage their workload, which will be built from instructions/work being passed by the two teams all within reasonable timescales. A good working knowledge of IT including Outlook, Excel, Word and a of 2 years administration experience, in a working office, is essential.
Financial Services knowledge and experience would be beneficial but is not essential.
Duties will include:
- Collating information for client reviews and meetings
- Day to day administration within electronic client files
- Managing tasks and keeping client files fully up to date
- Liaising with product providers to gather information
- Liaising with other external parties to ensure continuity of workflow
- Preparing client portfolio reports
- Preparing and issuing client correspondence
- Ensuring client instructions are actioned with product providers
- Processing New Business
To apply please send us your details and respond to the questions provided.
Excellent benefit package including:
- 25 days holiday & 10 bank holidays (based on full time)
- Birthday day off
- Office closes at 4pm on a Friday
- Office closed on Christmas Eve through to New Year (holidays deducted)
- Pension, Death in service, Private medical, Medical cashback, Income protection
- Discretionary bonus
- Salary dependant on experience
- Career progression opportunities
Job Type: Full-time
Pay: £23,000.00-£26,000.00 per year
Benefits:
- Additional leave
- Company pension
- Life insurance
- Private medical insurance
- Sick pay
Application question(s):
- Why do you want to leave your current job / why did you leave your last employer?
- What is your favourite thing about your previous / current job?
- What are you looking for in your next employer?
- What is your current location and means of transport to Lanark?
- What is your current salary, and other employee benefits?
- What is your notice period?
- What is your salary expectation for the role?
- What is your availability for an interview?
Experience:
- office based administration: 2 years (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
