Financial Planning Admini...
ASPIRE SEARCH CONSULTANTS LLP, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Mortgage Advisor
ASPIRE SEARCH CONSULTANTS LLP, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Transactions Assistant
Care Inspectorate, Dundee
- Full time
- Permanent
Apply on company site
Financial Reporting Manag...
Wilkinson and Associates, Edinburgh
- Full time
- Permanent
Apply on company site
Business Intelligence Ana...
Wilkinson and Associates, Edinburgh
- Full time
- Permanent
Apply on company site
Senior Analyst - Payment ...
Hampden Bank, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Interim Head of Finance -...
Rutherford Cross, St Andrews, Fife
- Full time
- Contract
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Interim finance & operati...
HAYS, Edinburgh
- Full time
- Contract
Fast Apply Available
(Apply in seconds when you have a CV uploaded)IFA Administrator
Ramsay Asset Management Ltd, Broughton, City of Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Associate Pricing Actuary
M&G, Edinburgh
- Full time
- Permanent
Apply on company site
Senior Wealth Consultant ...
Isio, Edinburgh
- Full time
- Permanent
Apply on company site
Tax Assistant - Graduate ...
RSM International Ltd, Edinburgh
- Full time
- Permanent
Apply on company site
Senior Regulatory Analyst...
Baillie Gifford, Edinburgh
- Full time
- Permanent
Apply on company site
Senior Social Investment ...
Foundation Scotland, Canongate, City of Edinburgh
- Full time
- Permanent
Apply on company site
Investment Accounting Ass...
BlackRock, Inc., Edinburgh
- Full time
- Permanent
Apply on company site
Audit Assistant Manager -...
Bdo, Edinburgh
- Full time
- Permanent
Apply on company site
Credit Research Analyst
Aegon, Edinburgh
- Full time
- Permanent
Apply on company site
Platform Reconciliations ...
Aegon N.V., Edinburgh
- Full time
- Permanent
Apply on company site
Manager - Actuarial Life ...
KPMG International Cooperative, Edinburgh
- Full time
- Permanent
Apply on company site
Investment Proposition Ou...
Royal London Group, Edinburgh
- Full time
- Permanent
Apply on company site
Financial Planning Administrator
£30000 - £40000 basic salary with generous benefits including bonus, healthcare and pension
ASPIRE SEARCH CONSULTANTS LLP, Edinburgh
- Hybrid working
- Full time
- Permanent
Posted 2 days ago, 3 Sep
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 two 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
Copy the direct link to this job
About this company
ASPIRE SEARCH CONSULTANTS LLP
View full company profileJobs by core skill
Financial Services / Investment
Financial Services / Investment jobs by area
Financial Services / Investment jobs in Dunfermline
Financial Services / Investment jobs in Glenrothes
Financial Services / Investment jobs in Inverkeithing
Financial Services / Investment jobs in Kelty
Financial Services / Investment jobs in Kirkcaldy
Financial Services / Investment jobs in Leven
Financial Services / Investment jobs in Lochgelly
Financial Services / Investment jobs in Newport-on-Tay
Financial Services / Investment jobs in St Andrews
Financial Services / Investment jobs in Tayport
Financial Services / Investment specialisms
Financial Services/Investment Admin jobs in Leven
Mortgages jobs in Leven