Financial Planning Administrator

1 month ago


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

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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