Financial Planning Administrator

17 hours ago


Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full time
Financial Planning Administrator Role

We are seeking a highly skilled and experienced Financial Planning Administrator to join our growing wealth planning practice in Fife.

The ideal candidate will have a minimum of 1 year's experience in Financial Services, ideally in an IFA environment, with knowledge of Investments, Pensions, and Protection products.

Responsibilities will include:

  • Managing the 'Letters of Authority' process
  • Valuations and chasing providers for outstanding documentation
  • Processing new business and liaising with clients
  • Booking client review meetings and preparation for client meetings
  • Compliance and data base management

The successful candidate will have excellent communication and organizational skills, with the ability to work in a fast-paced environment.

We offer a great community feel with a friendly but professional working environment, and the opportunity to work towards industry exams with full support of the business.

If you are a motivated and experienced Financial Planning Administrator looking for a new challenge, please contact Paula Thornbury for more information.



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