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Financial Planning Administrator

3 months ago

Glasgow, United Kingdom mbf. Full time

Financial Planning Administrator - Glasgow, hybrid - up to £28K plus excellent company benefits including 13% Pension & 40 days holiday

We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Glasgow office.

Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical administrative support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity.

The Role

  • Build & maintain strong relationships with the Wealth Planners and their clients
  • Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes