About the role
- Set up new adviser firm accounts by checking their application forms and making sure everything is filled in correctly.
- Help process adviser payments, making sure they’re sent out on time and without errors.
- Keep adviser details up to date through calls, emails, and meetings, double-checking information and making sure we have everything we need before starting any tasks.
- Work closely with adviser firms and our internal teams to give great customer service and help get things done smoothly.
- Spot any repeated issues with data or tasks, fix them quickly, and help improve how we do things.
About you
- Perform daily activities in line with Company Framework and department processes.
- Contribute to team meetings and decision-making while maintaining a positive and professional attitude and building collaborative relationships across teams.
- Basic understanding or keen to learn about financial adviser firms and agency structures.
- Keep up to date with what’s happening in the industry and learn about the products we offer.
- Have basic knowledge of Microsoft Word, Excel, and Access to help with your day-to-day tasks.
Salary
Competitive
Monthly based
Location
City of Edinburgh, Scotland, United Kingdom
Job Overview
Location
City of Edinburgh, Scotland, United Kingdom
