Financial Planning Administrator

2 days ago


Edinburgh, United Kingdom MB Fitzgerald Full time

**Financial Planning Administrator - Edinburgh - Salary Negotiable depending on experience, plus Benefits**

MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator.

The business are well established in the area and are known for providing high quality, holistic financial planning advice to HNW individuals.

You will develop long term relationships with the firm's clients and support their Financial Advisers and Paraplanners with client servicing and administrative functions, work alongside the Paraplanners and Financial Planners, ensuring that clients continue to receive a first class service. This includes processing new business and liaising with external providers regarding new and existing clients. Other duties include; Preparing client valuations, Carrying out research, LOA's, maintaining the CRM system.

On offer is a competitive salary, negotiable depending on experience and qualifications between £20K-28K plus company benefits. As a growing business they can also offer potential for progression within their growing team and exam support for those wishing to study for the Diploma Financial Planning. They can also offer some flexibility to work from home a couple of days per week



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