Senior Financial Planning Administrator

4 weeks ago


Glasgow, United Kingdom Eden Scott Full time
Financial Planning Administrator Opportunity

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Eden Scott. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring the smooth delivery of our services to clients.

Key Responsibilities:

  • Prepare valuation reports and maintain internal databases
  • Process new business and handle internal and client queries
  • Navigate and transact on financial providers' websites, attaining policy information from providers
  • Work closely with other administrative staff and paraplanners to ensure efficient service delivery

Requirements:

  • Understanding of the financial planning market and compliance requirements
  • Ability to manage time effectively and maximize profitability
  • Excellent systems and IT knowledge, ideally with cash flow exposure and experience in intelligent office/intelliflo
  • Industry-relevant exams and good platform knowledge

What We Offer:

  • Competitive salary and benefits package
  • Opportunity for career progression and professional development
  • Continual training and support to help you achieve your goals

If you are a motivated and organized individual with a passion for financial planning, we would love to hear from you. Please upload your CV to discuss this opportunity further.



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