Financial Planning Administrator

7 days ago

Linlithgow, United Kingdom Premier Jobs UK Limited Full time

Are you seeking a Financial Planning Administrator job within a local business in Linlithgow?In your role as a Financial Planning Administrator, your duties will include:

- Gathering and preparing documentation to create client meeting packs prior to appointments
- Prepare client files to be processed
- Some client contact to obtain missing information and schedule their appointments with the Principal Financial Adviser
- Maintain client files both in paper format and electronically to ensure all systems are fully up-to-date and accurate
- Process business and then chase the relevant parties to ensure this goes through to completion

**Financial Planning Administrator Requirements**
- You should have administration experience within financial services (ideally financial planning)
- You must have high attention for detail, ability to manage your own workload and meet agreed deadlines
- You must have a can-do attitude
- You should have good client relationship skills and capable of processing business / writing reports
- Level 4 Diploma is desirable but not required

**The Company**

This small but highly experienced financial planning business is keen to recruit a Financial Planning Administrator to help support the business and their Principal. They have developed lasting relationships with their clients through their excellent serviceand knowledge provided.

**Financial Planning Administrator Benefits**
- Salary of £25,000 - £32,000 dependent upon experience
- Pension contribution
- 25 days holiday + Bank holidays
- Normal office hours (40 hours per week)
- Office based role with easy access to the office - free parking available
- Being a key part of a small and successful team, that work closely together

**Locations**

Linlithgow, West Lothian

**_Liability and Disclaimer_**
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._

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