Morton Fraser- Financial Administrator (Vacancy Filled)

Job Title:        Financial Administrator

Type:               Modern Apprenticeship 

Contract:         Permanent

Salary:            £16,380

Hours:             Monday – Friday 9 – 5pm                                           


Morton Fraser LLP

Quartermile Two

2 Lister Square



Work Environment:

Office based

What might a day in this job look like?

  • Open and distribute the team’s mail.
  • Provide assistance with new business and annual reviews to include obtaining policy information, preparing illustrations and assisting advisor/paraplanner with issue of reports.
  • Provide ongoing admin support to the team as required e.g. submitting new business to various financial institutions, drafting letters, filing, preparation of fee notes, placing deals on platform.
  • Maintain client factfind information.
  • Ensure all commission/advisor payments received are allocated to the correct account and statements are received and scanned to appropriate file.
  • Attend to safe custody audit checking twice a year, updating records and reporting to clients as required.
  • Maintain spreadsheet detailing all Life Policies held by firm and prepare information for CASS reports.

This position requires the job holder to be self-sufficient and able to prioritise their own workload. They should be interested in keeping up to date with FCA /Compliance regulations and carry out their work to the highest standard. Attention to detail and a high level of accuracy is vital.

What will I Learn?

  • Soft Skills (e.g. Communication; Teamwork; Problem Solving; etc.)
  • SVQ Level 6 in Business Administration
  • Industry related training / qualification (i.e. MS Office / Customer Service)

What Qualifications / Qualities are required?

We are looking for someone with strong IT skills and attention to details. Higher Maths would be desirable.

How to Apply:   

Please send your CV to

Closing Date:

31 July 2019