Job Description
Financial Planning Administrator
Salary: £26,000 to £29,000Location: AyrshireJob Type: Full-time, Permanent
Interested in joining a relaxed team that will support your professional development?
Our client provides Financial Advice to a diverse group of people, supporting them reach their financial goals with Investments, Pensions, Tax planning, and Protection among other services.
This role offers you the chance to make a real impact by supporting Financial Advisors, building great client relationships, and ensuring smooth daily operations.
What's in it for you?
* Hybrid Working: Enjoy the flexibility of working from home and the office.
* Generous Holidays: 25 days holiday plus bank holidays to recharge and relax.
* Comprehensive Benefits: Full working from home kit, Death in Service, Private Medical Insurance.
* Supportive Culture: Be part of an approachable team that offers a warm welcome and all the support you need to thrive.
* Fun Environment: They believe in working hard and having fun while doing it!
Day-to-day of the role:
* Provide technical and administrative support to Advisers and the Practice Manager.
* Handle client and third-party queries with excellent communication.
* Prepare and manage compliance documentation, research, and supporting files.
* Ensure completion of client identification and application forms.
* Process applications and record management information accurately.
* Liaise with product providers, advisers, clients, and third parties to complete cases.
* Manage Advisors’ diaries and client appointments.
* Maintain accurate client information and records, ensuring review system placement.
* Project a professional image and provide timely, quality support.
Required Skills & Qualifications:
* Previous experience in an office support role, ideally in financial services or a related sector.
* Confidence and professionalism interacting with clients in person, or over the phone.
* Examples of working in a regulated environment like banking, financial services, insurance, legal services, property etc.
* Experience with client management / CRM systems such as Intelligent Office, HubSpot, or Salesforce etc.
Interested in finding out more? Click apply and we’d be happy to give you some more details.