Senior Financial Planning Administrator
6 days ago
We are seeking a highly skilled and organized 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 Director and contribute to the success of our business.
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
- Manage time effectively to maximize profitability
- Develop technical skills and contribute to the growth of the business
Requirements:
- Understanding of the financial services market and compliance requirements
- Excellent systems and IT knowledge, including cash flow exposure and experience with Intelligent Office/Intelliflo
- Industry-relevant exams and platform knowledge
- Ability to work autonomously and as part of a close-knit team
What We Offer:
- Competitive salary and benefits package
- Bonus structure and opportunities for career progression
- Continual training and support for professional development
We are committed to investing in our team members and providing a supportive and dynamic work environment. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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