Financial Planning Administrator

mbf; Glasgow; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading provider of independent financial advice is seeking a Senior Recruitment Professional - Financial Services in Glasgow. The role focuses on client support within a holistic financial planning framework. Ideal candidates will have a year of experience, strong communication skills, and a passion for client service in a supportive environment that encourages professional growth.

Benefits

Competition salary up to £30,000

Comprehensive company benefits

Clear career progression opportunities

Support towards professional qualifications

Qualifications

• At least 1 year of experience in a financial services administration role.
• Excellent verbal and written communication skills needed.
• Knowledge of Intelligent Office considered a plus.

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

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Senior Recruitment Professional - Financial Services

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!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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