Current jobs related to Financial Planning Administrator - Edinburgh - GP Strategies Ltd

  • Financial Planning Administrator

    2 weeks ago

    Edinburgh, United Kingdom mbf. Full time

    **Financial Planning Administrator - Edinburgh - Salary Negotiable depending on experience, plus Benefits** MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator. The business are well established in the area and are known for providing high...

  • Financial Planning Administrator

    3 days ago

    Edinburgh, United Kingdom mbf. Full time

    **Senior Financial Planning Administrator - Edinburgh - Prestigious National Wealth Management Organisation - Salary to £31,500 plus company benefits** MBF Recruitment are currently working with a highly respected Wealth and Investment Management Organisation who have offices across the UK. Their current requirement is for an experienced, Senior Financial...

  • Financial Planning Administrator

    5 days ago

    Edinburgh, United Kingdom The Progeny Group Limited Full time

    **The opportunity** We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our knowledgeable...

  • Financial Planning Support

    5 days ago

    Edinburgh, United Kingdom Search Consultancy Full time

    Financial Planning Support Edinburgh Up to £30,000 + market leading benefits package, bonus, flexible working Award winning Financial Planning organisation in Edinburgh are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office. Experience in a Financial Services environment is essential and in...

  • Financial Services Administrator

    5 days ago

    Edinburgh, United Kingdom JohnstonGreer Full time

    **Financial Services Administrator** **Up to £29,000 plus benefits** Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality servicethat it provides to its High...

  • Financial Modeller

    3 days ago

    Edinburgh, United Kingdom Nucleus Financial Full time

    **About the role** As we continue through an exciting phase of organisational growth and evolution, we are seeking to extend the breadth and depth of our finance service offering and we currently have a great opportunity to join our finance team as an expert financial modeller to support the development, monitoring, and continuous improvement of our finance...

  • Financial Services Administrator

    7 days ago

    Edinburgh, United Kingdom Succession Wealth Full time

    _**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

  • Senior Financial Services Administrator

    5 days ago

    Edinburgh, United Kingdom Henderson Loggie Full time

    Henderson Loggie Financial Planning Ltd is a wholly-owned subsidiary of Henderson Loggie LLP. We provide specialist, independent financial advice to businesses and individuals located across Scotland. At Henderson Loggie & Henderson Loggie Financial Planning Ltd, our people are at the very heart of what makes us stand out from our competitors. We provide a...

  • Financial Services Administrator

    5 days ago

    Edinburgh, United Kingdom Succession Wealth Full time

    **Financial Services Administrator - Wealth Management** **Excellent benefits package (see below for full details)** **Hybrid working, based partly from home and partly from our Edinburgh office.** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in...

  • Financial Planning Assistant

    1 week ago

    Edinburgh, United Kingdom Anderson Strathern Asset Management Limited Full time

    **The Firm** Anderson Strathern Asset Management is a leading Wealth Management firm offering combined Financial Planning and Investment Management solutions. We seek a new member in our growing firm to provide admin support within our Operations Team. **The Role** Working within the busy Operations team, you will be providing day-to-day administrative...

Financial Planning Administrator

2 weeks ago

Edinburgh, United Kingdom GP Strategies Ltd Full time

GP Strategies Training Ltd is delighted to be supporting this Edinburgh based highly successful Chartered Financial Planning Company providing financial advice to businesses and individuals. The business prides itself on its culture and employee development at the forefront of its priorities. This is reflected in their obtaining of Investors in People Platinum. If you have an interest in exploring a career in the financial industry this a fantastic start to your career.

Upon completion of the Apprenticeship Programme, there will be career progression opportunities for you as well as further scope for training and development within the company.

This is an excellent opportunity to join this professional multi award-winning Team based in Leith, Edinburgh where company values are:

- Treating people fairly
- Striving for excellence
- Making a difference

**Your duties will include but are not limited to**:

- Processing client information accurately across all internal and external systems
- Attend client meetings, take notes and follow up by drafting letters
- Keep database up to date changing client plans as and when required
- Prepare documents for client reviews
- New business tracked from outset to completion.
- Provide support to senior administrators with rapid admin cover, as required.
- Provide cover for reception and answer external calls when required.

**You will be**:

- Looking to commence your career within a professional office environment
- Committed to learning
- An excellent communicator - both written and verbally
- Able to multitask and prioritise workload
- Calm and able to work well under pressure
- Able to put the needs of the client first

You will have a minimum of National 5 English, National 5 Maths

**Job Types**: Full-time, Permanent

Pay: £20,500.00 per year

**Benefits**:

- Company pension
- Life insurance
- Profit sharing

Work Location: In person