Financial Planning Administrator in Stirling

Energy Jobline ZR; Stirling; On-site; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Salary up to £32,000

9 day fortnight

Study support towards Level 4 Diploma

Ongoing professional development

Job summary

Energy Jobline ZR is seeking a Financial Planning Administrator in Scotland to support Advisers and Paraplanners across pensions, investments and protection. The role offers flexibility, a supportive team, and progression in industry qualifications.

The successful candidate will work within a growing financial planning firm with modern systems and a focus on employee development, offering a long-term career path in financial planning.

Qualifications

• Experience in Financial Planning, Wealth Management or IFA administration.
• Knowledge of pensions, investments and protection products.

Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Process new business applications, fund switches, withdrawals and servicing requests.
• Prepare documentation and information for client meetings and reviews.
• Liaise with providers to obtain valuations, policy information and updates.
• Maintain accurate client records and ensure documentation is compliant and up to date.
• Manage workflow through internal systems, ensuring cases are progressed efficiently.
• Respond to client and provider enquiries professionally and timely.
• Support the delivery of a high-quality client experience throughout the advice process.

Skills

Financial planning admin

Pensions & investments knowledge

Job description

Job Description

Join a growing financial planning firm where you'll work closely with Advisers and Paraplanners, supporting clients across pensions, investments and protection while continuing to develop your own career.

This is a strong opportunity for an experienced Financial Planning Administrator looking for greater flexibility, a supportive team environment and the chance to progress their industry qualifications.

About the firm

Our client is a well-established financial planning firm that provides holistic advice to individuals and families across pensions, investments and protection.

The business has a collaborative culture, modern systems and a genuine focus on supporting employee development, making it an excellent environment for someone looking to build a long‑term career in financial planning.

What you'll do

• Provide administrative support to Financial Advisers and Paraplanners
• Process new business applications, fund switches, withdrawals and servicing requests
• Prepare documentation and information for client meetings and reviews
• Liaise with providers to obtain valuations, policy information and updates
• Maintain accurate client records and ensure documentation is compliant and up to date
• Manage workflow through internal systems, ensuring cases are progressed efficiently
• Respond to client and provider enquiries in a professional and timely manner
• Support the delivery of a high-quality client experience throughout the advice process

What you'll need

• Experience working in a Financial Planning, Wealth Management or IFA administration role
• Knowledge of pensions, investments and protection products

Benefits

• Salary up to £32,000
• 9 day fortnight
• Study support towards the Level 4 Diploma in Regulated Financial Planning
• Ongoing professional development