Financial Services Administrator

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The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher’s Pension Advice.

The Financial Services Administrator will be responsible for providing administrative support to a small but growing team of Financial Advisors and for managing the day‑to‑day administrative requirements of the Glasgow office.

Temporary maternity cover for 12 months based in the EIS Financial Services offices in Glasgow.

• Manage the incoming post on a daily basis.
• Ensure queries received via the website or by email are responded to or assigned to the correct person in a timely manner.
• Scan and process new business documentation on our CRM System (Intelligent Office) accurately and promptly.
• Maintain client information in the CRM system.
• Provide excellent customer service over the phone to both existing and prospective clients.
• Act as the face of the company for customers who may visit the office.
• Liaise with and follow up with third‑party providers, partners or other financial institutions as required.
• Provide comprehensive administrative support to a small team of Financial Advisors (printing materials, calling/liaising with providers and clients etc.).
• Prepare and issue client documentation as required.
• Prepare invoices for payment using Xero.
• Prepare monthly reports using the CRM system (e.g. the Monthly Fee Income Report).
• Update the CRM system to reflect incoming payments and allocate to the relevant account.
• Deliver post to the local post office as required.
• Perform ad‑hoc office duties as required.
• Comply with risk control and regulatory requirements relevant to this role.
• Maintain commercial awareness relevant to this role.

• Experience using Intelligent Office, the financial services CRM system.
• General office administration experience.
• Excellent customer service skills over the phone.
• Experience in life policy administration (preferred).
• Experience in financial services (desirable).
• Experience using a CRM system (desirable).Proficiency in Microsoft Office (Word, Excel, Outlook).
• Excellent attention to detail.
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• Strong organisational skills.
• Experience working collaboratively as part of a team.

• Approachable and a can‑do attitude.
• Quality‑focused with a customer‑first approach.
• Excellent attention to detail.
• Excellent communication skills.
• Ability to learn and carry out tasks in line with procedures.
• Works well within a team – shares information, collaborates with, supports other team members.

Entry level

Temporary

Administrative

Financial Services and Office Administration

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