Senior Financial Planning Coordinator

2 weeks ago


Kirkcaldy, United Kingdom Eden Scott Full time

About the Role:

Eden Scott is seeking an experienced financial planning administrator to join their highly performing team. The ideal candidate will have a solid understanding of the market and compliance requirements, with the ability to manage time effectively and maximize profitability.

Key Responsibilities:

  • Providing support to the team of financial planners, focusing on private clients
  • Maintaining internal databases and processing new business
  • Navigating and transacting on financial providers' websites
  • Attaining policy information from providers and managing internal queries

Requirements:

  • Excellent systems/IT knowledge and experience with various platforms
  • Ability to work effectively in a fast-paced team environment
  • Strong organizational skills and attention to detail

What We Offer:

A competitive salary, benefits, and bonus, along with opportunities for career growth and professional development in a dynamic and supportive team.



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