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Financial Advice Provider Administrator

Salary Highly Competitive
Location Glasgow, Edinburgh
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

The Vacancy

An exciting opportunity has arisen for a Financial Advice Provider Administrator to join a growing retail advice team in Hymans Robertson Personal Wealth. You will be joining a team who are building an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace. Our mission is to improve financial security for people regardless of their age and wealth.

We are looking for a candidate who is driven by a desire to deliver good outcomes for clients. As a team with big plans to grow this business, you should be flexible and confident to provide your input. There is significant scope for personal growth and development in this small and collaborative team.

We understand how essential the administration function is to provide a great service to our clients and the successful candidate will be a key member of our team.

The Provider Administrator will work alongside our Retail Client Administrators and will be responsible for all interactions with external product providers as detailed below.

What will your role look like?

  • Communicating and liaising effectively with external product providers to request and obtain policy specific information.
  • Monitoring Provider SLAs and ensuring information is returned within those SLAs
  • Checking information returned from Providers is complete and updating plan information sheets ready for Paraplanning
  • Following up with Providers to request missing or additional information as requested by Paraplanners
  • Once business has been placed on platform, monitoring provider SLAs and communicating and liaising with providers to ensure those SLAs are met
  • Communicating with Retail Advice Admins to ensure pods are aware of any delays in the provision of information or the completion of business
  • Raising complaints with providers on behalf of retail clients if SLAs are breached and the client is disadvantaged
  • Scanning and processing post

Qualifications and Experience:

  • Educated to GCSE level or equivalent, or with equivalent experience
  • Experience dealing with product providers regarding a range of pensions and investments
  • Sound knowledge of Microsoft Word, Excel and PowerPoint

If you enjoy the following, we think you’ll love this opportunity:

  • Self-motivation, organisation and the ability multitask and prioritise effectively
  • Working collaboratively in a team environment
  • Thorough, with a high degree of accuracy
  • Excellent attention to detail
  • Excellent communication skills
  • Team player with a hands-on motivational approach

About Us

Hymans Robertson Personal Wealth LLP was established in 2020, our purpose is to deliver high quality financial planning services to retail clients, accessed via the workplace, introductions, and referrals.  We believe everyone should be able to access trustworthy, high-quality support with their finances.  We help people from the beginning of their career all the way through to retirement, with the many decisions or challenges they may face along the way.  We are a diverse team of friendly, highly qualified individuals who are passionate about ensuring our clients’ savings are invested in a socially and environmentally responsible way.  We’re always thinking about how we can create better futures for our clients and their families. 

For a century our parent company, Hymans Robertson LLP, has been helping companies and pension schemes make decisions that have real and direct consequences on the financial futures of employees and pension scheme members.  From advising on and investing the assets of our institutional clients for 100 years, we’ve learned a thing or two.  We’ve adopted the same rigorous approach to managing the finances of individuals. 

We have an engrained commitment to the development of our employees as outlined in our iDeal.  Our working environment is refreshing and innovative where independent thinking is encouraged.  Every employee genuinely makes a difference. 

We’re committed to promoting a diverse and inclusive environment and will take every step to ensure our employees and clients are treated fairly and with respect.  We welcome applications from all backgrounds and sections of the community.  We can offer flexible working and are happy to consider a variety of working patterns. 

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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