Job Title: Administrator - Financial Services
Company Name: Talent Finder
Location: Linlithgow
Hours / Days Of Work: 40 hours per week-9am-5:30pm
Job Type: Full-Time
Salary: £24,000 to £30,000 per year
Job Description:
Direct Mail to the relevant Case Handler
• Maintain literature stock within the office
• Ensuring all documentation is relevant and kept up to date
• Maintaining Client files both in paper format and electronically, updating as and when necessary
• Maintain client files in line with GDPR
• Prepare prospect / existing client files for face-to-face meetings
• Ensure paperwork is partially completed and marked up clearly
• Keep in regular contact with providers regarding transfer process
• Keep in contact with client and adviser to update on progress of transfer
• Ensure 2 hours of CPD is completed each month and log on your personal development file
• Understand and adhere to the practice and Openwork’s systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
• Submitting new business to the product providers
Experience And Qualifications:
At least 3 years of experience in Financial Services
• Strong integrity and work ethic
• Positive, "Can Do" attitude
• Committed and dedicated
• Collaborative team player
• Loyal and honest
• Maintains a positive mental attitude
Application Process:
via the link below
Closing Date: 07/05/2025
Apply at: https://findajob.dwp.gov.uk/details/16340545
Social Media Links: