Financial Planning Administrator

Financial Planning Administrator

Salary: £26,000 to £29,000Location: AyrshireJob Type: Full-time, Permanent

Interested in joining a relaxed team that will support your professional development?

Our client provides Financial Advice to a diverse group of people, supporting them reach their financial goals with Investments, Pensions, Tax planning, and Protection among other services.

This role offers you the chance to make a real impact by supporting Financial Advisors, building great client relationships, and ensuring smooth daily operations.

What's in it for you?

• Hybrid Working: Enjoy the flexibility of working from home and the office.
• Generous Holidays: 25 days holiday plus bank holidays to recharge and relax.
• Comprehensive Benefits: Full working from home kit, Death in Service, Private Medical Insurance.
• Supportive Culture: Be part of an approachable team that offers a warm welcome and all the support you need to thrive.
• Fun Environment: They believe in working hard and having fun while doing it!

Day-to-day of the role:

• Provide technical and administrative support to Advisers and the Practice Manager.
• Handle client and third-party queries with excellent communication.
• Prepare and manage compliance documentation, research, and supporting files.
• Ensure completion of client identification and application forms.
• Process applications and record management information accurately.
• Liaise with product providers, advisers, clients, and third parties to complete cases.
• Manage Advisors’ diaries and client appointments.
• Maintain accurate client information and records, ensuring review system placement.
• Project a professional image and provide timely, quality support.

Required Skills & Qualifications:

• Previous experience in an office support role, ideally in financial services or a related sector.
• Confidence and professionalism interacting with clients in person, or over the phone.
• Examples of working in a regulated environment like banking, financial services, insurance, legal services, property etc.
• Experience with client management / CRM systems such as Intelligent Office, HubSpot, or Salesforce etc.

Interested in finding out more? Apply now and we’d be happy to give you some more details.