Wealth Planning Admin (Hybrid) – Client-Focused Support

MI Search Ltd; Aberdeen City; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Pension scheme

Hybrid working arrangement

Generous discretionary bonus scheme

Flexible benefits allowance

Job summary

MI Search Ltd in Aberdeen is seeking a Financial Planning Administrator to support the Wealth Planning team. You will provide comprehensive administrative assistance to Independent Financial Advisers, ensuring smooth delivery of financial planning services to clients.

Key duties include processing letters of authority, preparing valuations, tracking new business, and liaising with clients and providers. The role offers hybrid working, a structured salary, pension, and a discretionary bonus

Qualifications

• Previous experience as an Administrator
• Excellent organisational and communication skills
• The ability to manage multiple tasks and deadlines effectively

Responsibilities

• Processing and managing Letters of Authority
• Preparing client valuations and quotations
• Processing and tracking new business applications
• Chasing providers and following up on outstanding cases
• Producing client review packs and supporting annual reviews
• Liaising with clients, advisers and product providers
• Maintaining accurate client records and ensuring regulatory compliance

Skills

Organization

Communication

Multitasking

Job description

MI Search Ltd in Aberdeen is seeking a Financial Planning Administrator to support the Wealth Planning team. You will provide comprehensive administrative assistance to Independent Financial Advisers, ensuring smooth delivery of financial planning services to clients.

Key duties include processing letters of authority, preparing valuations, tracking new business, and liaising with clients and providers. The role offers hybrid working, a structured salary, pension, and a discretionary bonus