Sponsored Jobs
Sponsored
Business Development Lead
Changeworks Resources for Life, Drumbrae, City of Edinburgh
- Full time
- Permanent
Apply on company site
Sponsored
Head of Service Delivery
VICTIM SUPPORT SCOTLAND, Piershill, City of Edinburgh
- Full time
- Permanent
Apply on company site
Financial Planning Admini...
ASPIRE SEARCH CONSULTANTS LLP, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)E-commerce Manager
Pertemps Scotland, Newbridge, City of Edinburgh
- Immediate start
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)IT Service Management Lea...
HAYS, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Mobile Plant Operator
Connect Appointments, Musselburgh, East Lothian
- Full time
- Contract
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Yard Coordinator
Connect Appointments, Musselburgh, East Lothian
- Full time
- Contract
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Site Manager
CONTRACT SCOTLAND LIMITED, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Senior Structural Enginee...
Peace Recruitment, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Civil Technician
Peace Recruitment, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Principal Structural Engi...
CONTRACT SCOTLAND LIMITED, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Drainage & Infrastructure...
CONTRACT SCOTLAND LIMITED, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Chartered Structural Engi...
CONTRACT SCOTLAND LIMITED, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Revit Technician
Peace Recruitment, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Finance Assistant
Pettigrew Recruitment Group, Rosyth, Fife
- Immediate start
- Full time
- Temporary
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Brand Development Manager...
Ian Macleod Distillers Ltd, Broxburn, West Lothian
- Full time
- Permanent
Apply on company site
Housing Officer
Harbour, Edinburgh
- Full time
- Permanent
Apply on company site
Factory Recycling Operati...
Connect Appointments, Musselburgh, East Lothian
- Full time
- Contract
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Digital Systems Apprentic...
QA Limited, Old Town, City of Edinburgh
- Full time
- Permanent
- Apprenticeship programme
Apply on company site
Civil 3D Technician
CONTRACT SCOTLAND LIMITED, Edinburgh
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Senior Structural Technic...
CONTRACT SCOTLAND LIMITED, Dunfermline, Fife
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Customer Experience Host ...
LNER - London North Eastern Railway, 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 today, 1 Apr
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
Copy the direct link to this job
About this company