Financial Planning Administrator

1 month ago


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

We are seeking an experienced Financial Planning Administrator to join our team at Eden Scott. As a key member of our financial planning team, you will provide critical support to our financial planners, ensuring the smooth delivery of services to our clients.

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
  • Attain policy information from providers

Requirements:

  • Understanding of the market and compliance requirements
  • Ability to manage time effectively and maximize profitability
  • Highly organized with excellent systems/IT knowledge
  • Experience with various platforms and a commitment to personal development

What We Offer:

  • Competitive salary and benefits package
  • Bonus structure with opportunities for growth and development
  • Continual training and support from colleagues

If you are a motivated and experienced Financial Planning Administrator looking for a new challenge, please upload your CV or contact Alison Curran to discuss further.



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