Financial Planning Administrator

My client is one of Scotland’s most well-known Independent Financial Adviser firm’s and they are looking for a Financial Adviser Administrator to provide support to a team of Chartered Financial Advisers in their Glasgow office.

You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.

The successful candidate will ideally be qualified with some financial planning qualifications, although this isn’t essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platforms

Responsibilities include

• Day to Day client and provider enquiries
• Arranging meetings for the financial adviser
• Preparing literature for client meetings, including reports and valuations
• Inputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations.

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.