Senior Financial Planning Administrator

6 days ago


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

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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