Job Description
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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