Financial Planning Administrator

1 month ago


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

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in central Glasgow. As a key member of our financial planning team, you will provide essential support to our financial planners, ensuring the smooth operation 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, obtaining policy information
Requirements:
  • Understanding of the financial market and compliance requirements
  • Ability to manage time effectively and maximize profitability
  • Excellent systems and IT knowledge, ideally with Adviser Office experience/Iress and various platforms
What We Offer:

A competitive salary, benefits, and bonus, with opportunities for career progression and continuous training. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply.



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