Job Title: Client Support Role

Company: Granite Financial Planning

Location: Banchory

Job Type: Part-time

About Us:

Granite Financial Planning is a boutique financial planning firm who work with a limited number of clients based in North East Scotland.

We are independent and specialise in retirement planning and adopt a planning-led evidence-based investment philosophy.

Job Description:

We are currently seeking a motivated and detail-oriented Client Support Administrator to join our team. The ideal candidate will play a crucial role in supporting the efficient functioning of our office to ensure clients receive an exceptional level of service.

Responsibilities:

Client Relationship Management:

        Assist in maintaining strong client relationships by providing excellent administrative support.
        Handle client enquiries, requests, and follow-ups with professionalism and promptness.

Documentation and Record Keeping:

        Manage and organise client files, ensuring accuracy and completeness.
        Prepare and process necessary paperwork related to client accounts and transactions.

Review Process:

        Prepare review reports and valuations.
        Help manage review calendar
        Ensure the timely and accurate dissemination of appointment details to all parties involved.

Office Administration:

        Perform general administrative tasks, managing emails, and handling office correspondence.

Compliance Assistance:

        Assist in ensuring compliance with industry regulations and company policies.
        Stay informed about regulatory changes and update documentation as required.

Data Entry and Reporting:

        Input data into relevant systems accurately and in a timely manner.
        Generate reports and assist in maintaining data integrity.

Collaboration:

        Work collaboratively with other team members to ensure a smooth workflow.
        Support financial advisers with administrative tasks as needed.

Qualifications:

    Previous financial services experience in a similar administrative role essential.
    Strong organisational skills and attention to detail.
    Excellent communication and interpersonal skills.
    Proficient in Microsoft Office Suite (Word, Excel, Outlook).
    Familiarity with financial software and systems. FE Analytics, Prestwood Truth and Intelliflo are used extensively.
    Knowledge of financial industry regulations and compliance is an advantage.

Education:

    CII Diploma in Financial Planning or working towards.

How to Apply:

Please submit your CV and a cover letter detailing your relevant experience to This email address is being protected from spambots. You need JavaScript enabled to view it..

Granite Financial Planning is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.