Overview
Financial Planning Administrator
Glasgow
£27,000 - £35,000 + benefits
Get expert training and real client experience to boost your financial planning qualifications.
You’ll work directly with advisers and clients, gaining hands-on exposure to investments, pensions and tax planning.
This isn’t just admin work - you’ll build the kind of knowledge and skills that support studying towards your Level 4 Diploma or other professional qualifications.
The team is small and supportive, so you’ll get mentoring from experienced advisers and paraplanners who’ll guide you through the technical side.
You’ll also get life assurance, income protection, and critical illness cover, plus up to 10% pension contributions - giving you real financial security while you build your career.
What you’ll do
Support the advice team by managing a mix of client and business administration. This includes:
* Preparing for client reviews and helping with tax year-end planning
* Processing investment switches, withdrawals, and pension transfers
* Handling complex cases like Trusts and maintaining accurate records
* Responding to client enquiries and acting as a key point of contact
* Drafting suitability reports and supporting new business across investments, pensions and trusts
You’ll develop a broad understanding of financial planning while working in a varied, client-facing environment.
What you’ll need
Have experience in financial planning, wealth management, or another financial services area. You’ll already know the basics of investments, pensions and financial planning products, so you can hit the ground running and start building deeper expertise.
About the company
The business is an independent financial advisory firm, regulated by the FCA and offering a full range of services including investment advice, retirement planning, pensions, insurance, estate planning and mortgages. Advisers hold Chartered Status from the Chartered Insurance Institute, showing a high level of professionalism and expertise. With decades of experience, the firm focuses on long-term client relationships and tailored financial strategies.
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