Financial Planning Administrator

Financial Planning AdministratorGlasgow (Hybrid)£28,000 to £35,000 + benefits

Join a genuinely friendly, relaxed and supportive independent financial planning firm where your work is valued and your development matters.

This is an ideal role if you enjoy a varied workload, want to build strong technical knowledge and would like a clear route into paraplanning in the future.

You'll be part of a small but growing team that prides itself on offering high quality, personalised financial planning.

The culture is welcoming, flexible and collaborative, making this a great environment for someone who wants to grow their career without the pressures or rigid structures of a large corporate firm.

What you'll do

• Handle client queries promptly and professionally, ensuring clear and accurate communication
• Obtain policy information, quotations, illustrations and product details from providers
• Manage new client onboarding from first contact through to funds being invested
• Process and submit new business applications and ensure documentation is completed correctly
• Prepare documentation for meetings and annual reviews including provider forms, product literature and client agreements
• Support advisers by maintaining accurate records and ensuring compliance with FCA requirements including AML and GDPR
• Contribute to improving processes and supporting a smooth client journey across the business

What you'll need

• Experience within financial planning, wealth management or a similar financial services environment
• Knowledge of investments, pensions and wider financial planning processes
• Experience using Intelligent Office is helpful but not essential

About the company

This is a truly independent financial planning firm with a growing client base and a strong track record of delivering tailored, high quality advice. The team is small, friendly and focused on long term client relationships rather than volume.

You'll enjoy a relaxed and enjoyable working environment where your contribution is recognised and where progression into paraplanning is genuinely achievable if that's the route you want.

Hybrid working is available along with a standard benefits package that supports a positive work life balance.

If you're interested, please click Apply now.

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