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Financial Planning Administrator
3 months ago
**Financial Planning Administrator - Perth - 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.
The role:
- 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.
**Requirements**:
- We are looking for an experienced Financial Planning Administrator who has previously worked in an Administrator role for a business providing fee based financial advice in the UK in the areas of Pensions, investments, protection, IHT etc.
On offer:
- 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.
