Financial Planning Administrator

ASPIRE SEARCH CONSULTANTS LLP, Glasgow

Financial Planning Administrator

£30000 - £40000 basic salary with generous benefits including bonus, healthcare and pension

ASPIRE SEARCH CONSULTANTS LLP, Glasgow

  • Full time
  • Permanent
  • Hybrid working

Posted 4 days ago, 12 Mar | Get your application in now to be included in the first week's applications.

Closing date: Closing date not specified

job Ref: fpa02

Full Job Description

Financial Planning Administrator / Edinburgh / Permanent / £30,000 - £40,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working

 

An opportunity has arisen for an administrator to join our highly regarded wealth management client based in Edinburgh.

 

The ideal candidate will possess over three years administrative experience within a financial planning team.

 

You will be provided with excellent training, full study support and there is an opportunity to progress and become a paraplanner, chartered financial planner and/or team leader for those who want it.

 

In addition to administrative tasks, role holders can also be involved in client meetings, analytics and other more technical aspects of financial planning to aid their development.


in addition to benefits such as pension and healthcare, employees enjoy a generous market leading annual bonus.

 

Working closely with the financial planners and paraplanners, duties and responsibilities will include:

 

  • assisting in the timely delivery of the advice proposition to the broad client base;
  • supporting the paraplanning team and the financial planners with their day-to-day administrative requirements;
  • updating the back-office system;
  • dealing with client enquiries in a swift and timely manner, liaising with the team and product providers where necessary;
  • preparing client packs ahead of initial and annual review meetings;
  • preparing client letters including Letters of Authority;
  • completing fund switches;
  • improving and developing processes and enhancing the client experience.

 

The person:

 

  • Over three years administrative experience within a financial planning team;
  • Well organised with an excellent attention to detail;
  • Experience of working as part of a team;
  • Possess a ‘can-do’ attitude;
  • Friendly with an outgoing personality;
  • Good verbal and written communication skills;
  • Ability to adapt to change;
  • Have a good working knowledge of Microsoft Office;
  • An understanding of a financial adviser back-office system is desirable.

 

Please apply below or contact Scott Caldwell for further information.

 

Aspire is an equal opportunity company. We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees

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About this company

ASPIRE SEARCH CONSULTANTS LLP

View full company profile

Since our inception, Aspire has been totally focused on building a strategic, quality search practice. Founder and Managing Director, Scott Caldwell, has been instrumental in shaping and delivering corporate strategy and working in partnership with a host of businesses to secure top talent as well as merger and acquisition opportunities. A loyal network, high level of integrity and ability to deliver results has contributed towards a successful track record.​ Diligent and professional at all times, delivering a superior service throughout search projects, Aspire brings a unique blend of knowledge, contacts and skills. ​ Our key specialist sectors are: - Accountancy & Finance - Legal - Wealth Management

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