Financial Planning Administrator

ZipRecruiter; Glasgow; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading company in Glasgow is seeking a Financial Planning Administrator to support their wealth management team. The role offers a competitive salary and excellent benefits, including training and progression opportunities. Ideal candidates will have over three years of administrative experience in financial planning and possess strong organizational and communication skills.

Benefits

Pension

Healthcare

Annual Bonus

Study Support

Qualifications

• Over three years administrative experience within a financial planning team.
• Good working knowledge of a financial adviser back-office system is desirable.

Responsibilities

• Assist in timely delivery of advice to clients.
• Support paraplanning and financial planners with administrative tasks.
• Prepare client packs and letters for meetings.

Skills

Organizational Skills

Attention to Detail

Communication Skills

Tools

Microsoft Office

Job description

Job Description

Financial Planning Administrator / Glasgow / Permanent / £30,000 - £40,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working

An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Glasgow.

The ideal candidate will possess over three years administrative experience within a financial planning team.

You will be provided with excellent training, full study support and there is an opportunity to progress and become a paraplanner, chartered financial planner and/or team leader for those who want it.

In addition to administrative tasks, role holders can also be involved in client meetings, analytics and other more technical aspects of financial planning to aid their development.

in addition to benefits such as pension and healthcare, employees enjoy a generous market leading annual bonus.

Working closely with the financial planners and paraplanners, duties and responsibilities will include:

• assisting in the timely delivery of the advice proposition to the broad client base;
• supporting the paraplanning team and the financial planners with their day-to-day administrative requirements;
• updating the back-office system;
• dealing with client enquiries in a swift and timely manner, liaising with the team and product providers where necessary;
• preparing client packs ahead of initial and annual review meetings;
• preparing client letters including Letters of Authority;
• completing fund switches;
• improving and developing processes and enhancing the client experience.

The person:

• Over three years administrative experience within a financial planning team;
• Well organised with an excellent attention to detail;
• Experience of working as part of a team;
• Possess a ‘can-do’ attitude;
• Friendly with an outgoing personality;
• Good verbal and written communication skills;
• Ability to adapt to change;
• Have a good working knowledge of Microsoft Office;
• An understanding of a financial adviser back-office system is desirable.

Please apply below or contact Scott Caldwell for further information.

Aspire is an equal opportunity company. We celebrate and are committed to working with companies who share our values and create an inclusive environment for all employees