Financial Planning Administrator / Glasgow / Permanent / £30,000 – £40,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid working
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:
supporting the paraplanning team and the financial planners with their day-to-day administrative requirements; updating the back-office system; preparing client packs ahead of initial and annual review meetings; Over three years administrative experience within a financial planning team; Have a good working knowledge of Microsoft Office; An understanding of a financial adviser back-office system is desirable.
We celebrate diversity and are committed to working with companies who share our values and create an inclusive environment for all employees…