Main characteristics
- Location
- City of Edinburgh
- Company
- Pertemps Glasgow
- Salary
- £24000 - £26000/annum
- Employment type
- Permanent
- Category
- Administration
Job summary
Financial Planning AdministratorPertemps are delighted to bring to market an exciting opportunity based in Edinburgh City Centre. We are working with an Independent Accountancy Practice who are looking for a Financial Planning Administrator to join their team.
As a Financial Planning Administrator, you'll become a key part of the team, working closely with financial advisors to offer support.
If you are someone who excels in collaborative, dynamic environments this would be a great role. The ideal candidate will have excellent attention to detail, and strong interpersonal skills.
£22,000 - £28,000 (Dependent on Experience)
Hybrid and Flexible working policy
Access to Employee Benefits
Excellent training and career development opportunities.
Key Duties and Responsibilities
Providing administrative support to both Advisors and Paraplanners, ensuring back-office systems, and documents are accurate and up to date.
Act as a point of contact for clients, communicating relevant information and answering enquiries.
Produce and review financial planning documents, ensuring these are compliant.
Build and maintain strong relationships with fellow colleagues, advisors, and clients.
Skills and Experience
Previous experience working within a financial services environment.
Excellent organisational skills, including attention to detail and the ability to multi-task,
Strong interpersonal skills, the ability to confidently communicate with clients and colleagues.
Motivated and driven individuals would do well in this kind of environment, as there is fantastic career development and progression opportunities.
Pertemps is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences
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