Financial Planning Administrator

3 weeks ago


Edinburgh, United Kingdom Pertemps Network Group Full time

**Financial Planning Administrator**:

- FPA13 Applicants

**£24,000 - £28,000 Per Annum**
- Full Time**Permanent**

**Edinburgh, City of Edinburgh**

**Accountancy**

**Job Description**:

- My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division.
- 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**Pertemps**:
**Michael Way** 0141 248 6020
Division 232**Pertemps Glasgow**
- 136 Hope Street
- Glasgow
- Lanarkshire
- G2 2TG
- 0141 248 6020



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