Financial Planning Administrator

Job Description

n

Financial Planning Administrator / Glasgow / Permanent / £30,000 – £45,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working

n

n

An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Glasgow.

n

n

The ideal candidate will possess over three years administrative experience within a financial planning team.

n

n

You will be provided with excellent training, full study support and there is an opportunity to progress and become a paraplanner, chartered financial planner and/or team leader for those who want it.

n

n

In addition to administrative tasks, role holders can also be involved in client meetings, analytics and other more technical aspects of financial planning to aid their development.

n

n

in addition to benefits such as pension and healthcare, employees enjoy a generous market leading annual bonus.

n

n

Working closely with the financial planners and paraplanners, duties and responsibilities will include:

n

n

n
• assisting in the timely delivery of the advice proposition to the broad client base;

n

• supporting the paraplanning team and the financial planners with their day-to-day administrative requirements;

n

• updating the back-office system;

n

• dealing with client enquiries in a swift and timely manner, liaising with the team and product providers where necessary;

n

• preparing client packs ahead of initial and annual review meetings;

n

• preparing client letters including Letters of Authority;

n

• completing fund switches;

n

• improving and developing processes and enhancing the client experience.

n

n

n

The person:

n

n

n
• Over three years administrative experience within a financial planning team;

n

• Well organised with an excellent attention to detail;

n

• Experience of working as part of a team;

n

• Possess a ‘can-do’ attitude;

n

• Friendly with an outgoing personality;

n

• Good verbal and written communication skills;

n

• Ability to adapt to change;

n

• Have a good working knowledge of Microsoft Office;

n

• An understanding of a financial adviser back-office system is desirable.

n

n

n

Please apply below or contact Scott Caldwell for further information.

n

n

Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees

n

…