Financial Planning Administrator
1 month ago
Eden Scott is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in central Glasgow. As a key member of the financial planning team, you will provide critical support to financial planners, ensuring the smooth operation of the team.
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, obtaining policy information from providers
Requirements:
- Understanding of the market and compliance requirements
- Ability to manage time effectively and maximize profitability
- Excellent systems/IT knowledge, ideally with Adviser Office experience/Iress and various platforms
- Progress towards exams is highly desirable
What We Offer:
- Competitive salary and benefits package
- Bonus structure with opportunities for growth
- Continual training and development opportunities
Eden Scott is committed to investing in the growth and development of our team members. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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