Financial Planning Administrator

Reed; Glasgow; On-site; GBP 27,000 - 35,000; Full time

Job summary

A financial advisory firm in Glasgow is seeking a Financial Planning Administrator to support the advice team by managing client administration. The role offers training and exposure to investments, pensions, and tax planning. The ideal candidate should have experience in financial planning and knowledge of financial products. Benefits include life assurance and pension contributions.

Benefits

Life assurance

Income protection

Critical illness cover

Up to 10% pension contributions

Qualifications

• Experience in financial planning, wealth management, or another financial services area.
• Knowledge of investments, pensions and financial planning products.

Responsibilities

• Support the advice team by managing client and business administration.
• Prepare for client reviews and help with tax year-end planning.
• Process investment switches, withdrawals, and pension transfers.
• Handle complex cases like Trusts and maintain accurate records.
• Respond to client enquiries and act as a key contact.
• Draft suitability reports and support new business across investments, pensions and trusts.

Skills

Experience in financial planning

Knowledge of investments

Understanding pensions

Job description

Overview

Financial Planning Administrator
Glasgow
£27,000 - £35,000 + benefits

Get expert training and real client experience to boost your financial planning qualifications.

You’ll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning.

This isn’t just admin work - you’ll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications.

The team is small and supportive, so you’ll get mentoring from experienced advisers and paraplanners who’ll guide you through the technical side.

You’ll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career.

What you’ll do

Support the advice team by managing a mix of client and business administration. This includes:

• Preparing for client reviews and helping with tax year-end planning
• Processing investment switches, withdrawals, and pension transfers
• Handling complex cases like Trusts and maintaining accurate records
• Responding to client enquiries and acting as a key point of contact
• Drafting suitability reports and supporting new business across investments, pensions and trusts

You’ll develop a broad understanding of financial planning while working in a varied, client-facing environment.

What you’ll need

Have experience in financial planning, wealth management, or another financial services area. You’ll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise.

About the company

The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies.

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