Idex are currently recruiting for several Financial Services Administrators to join a highly successful national wealth management team on a full time, permanent basis with offices based in Edinburgh, Aberdeen and Glasgow. FULLY REMOTE as long as you are within an hour of Edinburgh, Aberdeen or Glasgow. You will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders. Responsibilities:
Develop and maintain good working relations with internal and external contacts
Plan, organise and prioritise workload to be completed within agreed service standards
Regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
Proactively support colleagues, clients and Financial Advisers in a prompt and efficient manner
Work closely with the consultants to support and ensure clients' needs are met
Work closely with colleagues in the team and make an active contribution to the section/business unit
Attend training sessions, maintain own training files, and develop relevant knowledge and skills
You will have:
Minimum 2 years' experience in a similar role
Understanding of financial services and personal wealth clients
Excellent customer service skills and attention to detail
Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
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