Technical Financial Planning Administrator

6 days ago


Glasgow, United Kingdom mbf. Full time

**Senior Financial Planning Administrator - Technical Administrator - Glasgow (flexible home working available) - Salary negotiable to £27K**

MB Fitzgerald recruitment are currently working with a top 100 firm of IFA's to recruit a Technical Administrator for their Glasgow office. You will be supporting the firm's Financial Adviser's in providing Advice to their clients.

**Key tasks and responsibilities**:

- To assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
- To undertake research with Exchange
- To prepare and issue client review documents, including obtaining product specific information e.g. switch fees and funds available, fund OCFs, FE analytics work
- Liaising with clients and third parties
- Maintaining records and databases
- Preparing letters
- Generating investment valuations
- Producing compliant illustrations and quotations
- Completing forms (both paper-based and electronic)
- Preparing review packs for client meetings
- Assisting with the implementation of investment advice via electronic platforms

**Requirements**:

- You should ideally have experience using FE Analytics and Intelligent Office, although not essential
- Those who have studied towards the Diploma Financial Planning will be preferred although full support will be provided for you to undertake all financial planning exams.

**On offer**:

- Salary of up to around £27,000 plus company benefits and bonus
- Flexible working
- This is an exceptional opportunity to join a highly regarded wealth management business that will allow you to progress your career into either a technical or advisory capacity in the future.



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