Administrator

  • Location: Dundee
  • Contract Type: Permanent
  • Position Type: Part-Time

MHA Henderson Loggie Financial Planning is a wholly owned subsidiary of Henderson Loggie Chartered Accountants.  We provide specialist, independent financial advice to businesses and individuals located across Scotland.  We currently have a vacancy for an Administrator which is a new position within our expanding team.

The post holder will be responsible for providing administrative support to management and the Personal Wealth team.


Key responsibilities:

  • To accurately enter data onto the Intelligent Office database, verifying client and fee/commission data as necessary.
  • To prepare and collate annual review information for review by the Paraplanners.
  • To prepare and collate information for client meetings, including valuations and product summaries.
  • To process client application forms and forward on to insurance companies as instructed.
  • To transfer data from insurance companies and prepare summaries for review by the Paraplanners.
  • To provide support to the Paraplanners with task entries and ensuring timescales met.
  • To provide support to the Paraplanners with task entries and ensuring timescales met.
  • To carry out general administrative tasks as required by the team.

Requirements:

The successful candidate will be educated to Higher grade standard (or equivalent) with A to C passes in English and Maths desirable.   Previous experience in a similar administrative role or, alternatively, a data entry role within Financial Services is essential.   Experience of MS Office (Word, Excel, Outlook) and back-office support systems (Intelligent Office desirable), excellent organisational skills, ability to use own initiative and ‘can-do’ approach are all essential requirements. Must have good attention to detail.


25 hours per week (Monday to Friday) – hours of work to be mutually agreed.

Flexibility to undertake additional hours to cover holiday and other absences would be advantageous.


Henderson Loggie Financial Services Ltd is an Equal Opportunities Employer

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