Financial Planning Administrator

JR United Kingdom; Glasgow; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading provider of independent financial advice seeks a Financial Planning Administrator in Glasgow. This full-time, permanent role involves client support and administrative tasks, ideal for those with experience in the financial services sector. Competitive salary and opportunities for career progression and professional development are on offer.

Benefits

Company pension

Group life assurance

Clear career progression opportunities

Support towards professional qualifications

Qualifications

• At least 1 year’s experience in financial services administration.
• Excellent verbal and written communication skills.
• Knowledge of Intelligent Office preferred.

Responsibilities

• Preparing annual review packs.
• Processing new business applications and withdrawals.
• Handling client and planner queries.

Skills

Communication

Time Management

Problem Solving

Education

Diploma in Financial Planning

Tools

Intelligent Office

Abrdn Wrap

Quilter platform

Job description

Social network you want to login/join with:

col-narrow-left

Client:

mbf

Location:

glasgow, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

col-wide

Job Description:

Salary: Up to £30,000 + Company Benefits

Location: Glasgow

Job Type: Permanent, Full-Time

About the Company

A leading provider of independent financial advice, our client is committed to delivering holistic financial planning that puts clients first. The company prides itself on its core values:

• Be the best we can be
• Do the right thing
• Free to be different

With a strong focus on professional growth, employees are encouraged to develop at their own pace, with opportunities for career progression across the business. Support is also available for those wishing to achieve industry-recognised qualifications, such as the Diploma in Financial Planning.

The Role

We are seeking an experienced Financial Planning Administrator to join the Client Support team. This role is ideal for someone with a strong work ethic, natural problem-solving abilities, and a passion for delivering excellent client service.

Key Responsibilities:

• Preparing annual review packs
• Processing new business applications and withdrawals
• Handling client and planner queries
• Answering phone calls and providing general administrative support

About You

• The ideal candidate will have:
• At least 1 years’ experience in a financial services administration role
• Excellent verbal and written communication skills
• Strong time management skills, with the ability to meet deadlines
• Knowledge of Intelligent Office (preferred but not essential)
• Experience with Abrdn Wrap and Quilter platform (desirable)

What’s on Offer?

• Competitive salary up to £30,000 (depending on experience)
• Comprehensive company benefits, including a company pension and group life assurance
• Clear career progression opportunities within the business
• Support towards professional qualifications, such as the Diploma in Financial Planning

This is an excellent opportunity to join a company that values its employees and provides a supportive environment to grow and thrive.

How to Apply

If you are an experienced administrator with a passion for financial services and client care, we would love to hear from you!