Job Description

Brook Street are recruiting for a well established business based in Inverness who are looking to expand their team of dedicated professionals.

*Provide administrative support throughout all stages of the financial review and investment process
*Work within strict Key Personal Indicators to ensure an acceptable rate of cases progress through the process
*Preparing paperwork for client appointments and sending to the appropriate Agent or collection company or posting to the client directly
*Checking documentation to ensure correct information has been gathered and that documents have been completed correctly
*Accurately updating client and financial details within client management systems
*Producing financial reports through the Selectapension system
*Provide general administration support across the various areas of the business, including; Sorting and distributing of incoming/outgoing mail, document management, Management and recording of petty cash expenses
*Maintain an up to date relevant knowledge of the Financial Services industry and the economy, specifically the Pension Market and the UK economy.
*Represent Periscope Wealth in a friendly, jargon free manner in line with the company ethos.
*Issuing Letters of Authority to clients' current financial product providers
*Liaising with clients' current financial product providers to chase the information requested
*Liaising with clients' new and current financial product providers to chase the transfer of funds
*Liaising with partners for updates on information received from clients' current financial product providers
*Client Contact
*Liaising with clients to request and chase information or paperwork, over the phone, by email and by post
*Provide support to Relationship Managers by contacting clients to complete Fact Finds over the phone where required
*Provide support to Relationship Managers by contacting clients to book appointments and provide updates

Full time, permanent role. Financial services company

Required: 2 years experience in Paraplanning role


Please contact the Brook Street Perm Team on 01463729213 to discuss further or if you wish to apply.