Financial Planning Administrator
Salary: £26,000 - £29,000
Location: Glasgow, Hybrid
Interested in joining a leading Financial Planning / Wealth Management practice?
This role offers a fantastic opportunity to progress your career in Financial Services.
You’ll be supporting Financial Planners and Paraplanner with client support, assisting with their Pension, Investments, Tax and Protection planning.
You’ll also get to work towards Financial Planning qualifications like the Diploma in Regulated Financial Planning – which is hugely beneficial for deepen your knowledge and advance your career.
What will you be doing?
Keep the back-office system updated with client details and compliance info
Work with product providers for policy details, get illustrations for new requests, and handle policy queries
Send out client communications like new business confirmations, updates, and info requests
Process and track new business applications, making sure everything's recorded accurately on Intelligent Office
Produce client valuations and review letters on time
Manage changes to existing plans like fund switches, withdrawal changes, and death benefit nominations
Gather plan info for Paraplanners and Advisers, updating the back-office system as needed
Use the task syst...