Financial Planning Administrator

Financial Planning Administrator

Glasgow Up to £34,000

Our client is a well-established independent financial services business looking for an experiencedFinancial Planning Administrator to join their close-knit team.

This is a great opportunity for someone with previous IFA or financial services administration experience who is looking for a stable role within a friendly and supportive business.

The role:

• You'll be supporting the Financial Advisers with the smooth running of their client portfolios and handling the day-to-day administration across the business. Your responsibilities will include:
• Providing day-to-day administration support to Financial Advisers
• Preparing client paperwork, reports and documentation
• Processing new business and financial applications
• Liaising with clients, providers and third parties
• Managing client correspondence and following up outstanding information
• Updating and maintaining accurate client records
• Supporting with reviews and ongoing client servicing
• Processing and monitoring cases from initial submission through to completion
• Assisting with general office administration and supporting the wider team

We're looking for:

• Previous experience within financial services / financial planning administration
• Strong administration and organisational skills
• Excellent attention to detail
• Someone who can work independently and manage their own workload
• A professional and confident approach when dealing with clients and providers
• Experience with IO, Tellflow, Aegon, Transact or Cofunds would be advantageous

What's on offer:

• Salary up to £34,000
• Hybrid/flexible working
• Free parking
• Friendly, close-knit team
• Long-term career opportunity

If you're an experienced Financial Planning Administrator looking for your next opportunity, we'd love to hear from you.