Financial Planning Administrator
3 weeks ago
Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our experienced team, providing crucial support to advisers and paraplanners throughout the client's planning process.
Client Accounts Management - Documentation and Compliance - Client Communication - Management of Data and Reports- Internal team collaboration
A successful individual will possess;
- Previous experience in a similar role within the financial services industry.
- Proficient in using financial planning software and Intelligent Office.
- Knowledge of UK financial regulations and compliance standards.
- Excellent relationship builder
- Strong organizational and multitasking skills with acute attention to detail.
- Excellent written and verbal communication skills.
- Ability to work collaboratively in a team environment.
A relevant certification such as a Certificate or Diploma in Financial Planning
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Financial Advisor
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Financial Advisor
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Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex...
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Financial Advisor
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Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex...
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Financial Advisor
4 days ago
Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex...
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Financial Advisor
4 days ago
Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex...
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Financial Advisor
4 days ago
Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex...
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Financial Advisor
3 days ago
Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to...
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Financial Advisor
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Edinburgh, United Kingdom Quilter Financial Planning Full time** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding...
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