Financial Planning Administrator – Dunfermline

Thomson Cooper; Dunfermline; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Thomson Cooper seeks a Financial Planning Administrator to support financial advisors in Dunfermline. The role involves managing client accounts, ensuring compliance, and facilitating client communication. Ideal candidates will have experience in the financial services industry and meet regulatory standards. Join a dynamic team offering hybrid and flexible working options.

Benefits

Hybrid, agile and flexible working practices

Study support package, if applicable

Access to paid CPD training

Workplace Pension and life cover

Employee Assistance Programme

Access to Reward Gateway

Regular personal development meetings

Participation in Healthy Working Lives or ESG Groups

Qualifications

• Previous experience in a financial services role.
• Proficient in financial planning software and Intelligent Office.
• Knowledge of UK financial regulations.

Responsibilities

• Support financial advisors and manage client accounts.
• Prepare financial planning documents and ensure compliance.
• Act as a point of contact for clients and manage communication.

Skills

Organizational skills

Communication

Attention to detail

Multitasking

Education

Certificate in Financial Planning (CFP)

Diploma in Financial Planning

Tools

Intelligent Office

Financial planning software

Job description

Social network you want to login/join with:

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Client:

Thomson Cooper

Location:

Dunfermline, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

090390034456

Job Views:

3

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

THE FIRM

Thomson Cooper is a leading wealth advisory department within Thomson Cooper Accountants dedicated to providing comprehensive and personalised financial planning services to our clients. With a commitment to excellence and a focus on building long-term relationships, we are seeking a skilled and detail-oriented Financial Planning Administrator to join our dynamic team.

THE ROLE & RESPONSIBILITIES

As a Financial Planning Administrator, you will play a crucial role in supporting our financial advisors and ensuring the smooth operation of our financial planning processes. The successful candidate will be responsible for administrative tasks related to client accounts, documentation, and communication, contributing to the overall efficiency and effectiveness of our financial planning services. Responsibilities include:

• Client Account Management:
• Experience of back-office administration systems such as Intelligent Office.Assist in the opening, closing, and maintenance of client accounts.Ensure accurate and up-to-date client records in compliance with regulatory standards.Process account transactions and maintain documentation.
• Documentation and Compliance: Prepare and review financial planning documents, ensuring accuracy and completeness.Stay informed about regulatory changes and ensure compliance with industry standards.Collaborate with the compliance team to address any documentation or regulatory issues.
• Client Communication: Act as a point of contact for clients, responding to inquiries and providing assistance as needed.Coordinate client meetings and appointments, ensuring timely and efficient communication.Prepare and distribute client communication materials.
• Data Management and Reporting: Maintain accurate and organized client data in our systems.Experience of provider platforms such as Quilter, AJ Bell, Standard Life, Utmost International.Generate reports and analysis as required by financial advisors or management.Assist in the preparation of financial plans and presentations.
• Team Collaboration: Collaborate with financial advisors and other team members to ensure seamless workflow.Provide administrative support to the financial planning team as needed.Participate in team meetings and training sessions.

ABOUT YOU

• Previous experience in a similar role within the financial services industry.
• Proficient in using financial planning software and Intelligent Office.
• Knowledge of UK financial regulations and compliance standards.
• Strong organizational and multitasking skills with acute attention to detail.
• Excellent written and verbal communication skills.
• Ability to work collaboratively in a team environment.

CERTIFICATIONS:

Relevant certifications such as the Certificate in Financial Planning (CFP) or Diploma in Financial Planning would be advantageous.

THE BENEFITS

• Hybrid, agile and flexible working practices
• Study support package, if applicable
• Access to paid CPD training and payment of subscriptions to professional bodies
• Workplace Pension and 3 x Life Cover
• Access to our Employee Assistance Programme
• Access to our Reward Gateway
• Regular one to one meetings to assist personal development
• Opportunity to participate in our Healthy Working Lives or ESG Groups