Financial Planning Administrator

ZipRecruiter; Scotland; Hybrid; GBP 26,000 - 29,000; Full time

Job summary

A leading financial advisory firm is looking for a Financial Planning Administrator to join their relaxed team and support Advisors. The role includes providing technical support, managing client queries, and staying organized in a hybrid work environment, alongside generous holidays and benefits.

Benefits

Hybrid Working

25 days holiday plus bank holidays

Private Medical Insurance

Death in Service

Comprehensive Benefits Package

Qualifications

• Experience in office support role, ideally in financial services.
• Confidence interacting with clients in person and over the phone.
• Experience in regulated environments like banking or insurance.

Responsibilities

• Provide technical and administrative support to Advisers.
• Handle client and third-party queries with excellent communication.
• Prepare and manage compliance documentation and applications.

Skills

Client Management

Communication

Professionalism

Tools

Intelligent Office

HubSpot

Salesforce

Job description

Job Description

Financial Planning Administrator

Salary:£26,000 to £29,000Location:AyrshireJob Type:Full-time, Permanent

Interested in joining a relaxed team that will support your professional development?

Our client provides Financial Advice to a diverse group of people, supporting them reach their financial goals with Investments, Pensions, Tax planning, and Protection among other services.

This role offers you the chance to make a real impact by supporting Financial Advisors, building great client relationships, and ensuring smooth daily operations.

What's in it for you?

• Hybrid Working:Enjoy the flexibility of working from home and the office.
• Generous Holidays:25 days holiday plus bank holidays to recharge and relax.
• Comprehensive Benefits:Full working from home kit, Death in Service, Private Medical Insurance.
• Supportive Culture:Be part of an approachable team that offers a warm welcome and all the support you need to thrive.
• Fun Environment:They believe in working hard and having fun while doing it!

Day-to-day of the role:

• Provide technical and administrative support to Advisers and the Practice Manager.
• Handle client and third-party queries with excellent communication.
• Prepare and manage compliance documentation, research, and supporting files.
• Ensure completion of client identification and application forms.
• Process applications and record management information accurately.
• Liaise with product providers, advisers, clients, and third parties to complete cases.
• Manage Advisors’ diaries and client appointments.
• Maintain accurate client information and records, ensuring review system placement.
• Project a professional image and provide timely, quality support.

Required Skills & Qualifications:

• Previous experience in an office support role, ideally in financial services or a related sector.
• Confidence and professionalism interacting with clients in person, or over the phone.
• Examples of working in a regulated environment like banking, financial services, insurance, legal services, property etc.
• Experience with client management / CRM systems such as Intelligent Office, HubSpot, or Salesforce etc.

Interested in finding out more? Click apply and we’d be happy to give you some more details.