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Senior Financial Planning Administrator

2 months ago

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

Our client, a leading wealth manager, is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team. As a key member of the financial planning team, you will provide administrative 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
  • Assist with policy information and data management

Requirements:

  • Understanding of the financial planning market and compliance requirements
  • Ability to manage time effectively and maximize profitability
  • Excellent systems and IT knowledge, including cash flow exposure and experience with Intelligent Office/Intelliflo
  • Industry-relevant exams and platform knowledge

What We Offer:

  • Competitive salary and benefits package
  • Bonus structure and opportunities for career progression
  • Continual training and support for professional development

About the Role:

This is a rare opportunity to join a leading wealth manager and contribute to the growth and success of their financial planning team. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply.