Financial Planning Administrator

  • Location

    Perth, Perth & Kinross

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £26000 per annum + plus Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2805_1614100298

  • Published:

    4 months ago

  • Expiry date:

    2021-03-25

  • Consultant:

    ConsultantDrop

Financial Planning Administrator - Perth - Salary Negotiable depending on experience, plus Benefits

MB Fitzgerald Recruitment are currently working with one of Scotland's leading firms of Financial Planners who are looking to recruit an experienced IFA Administrator.

The business are well established in the area and are known for providing high quality, holistic financial planning advice to HNW individuals.

You will develop long term relationships with the firm's clients and support their Financial Advisers and Paraplanners with client servicing and administrative functions, work alongside the Paraplanners and Financial Planners, ensuring that clients continue to receive a first class service. This includes processing new business and liaising with external providers regarding new and existing clients. Other duties include; Preparing client valuations, Carrying out research, LOA's, maintaining the CRM system.

We are looking for an experienced Financial Planning Administrator who has previously worked in an Administrator role for a business providing fee based financial advice in the UK in the areas of Pensions, investments, protection, IHT etc. The company are highly service orientated and as such are keen to find a candidate who takes pride in their work and always puts the client first.

On offer is a competitive salary, negotiable depending on experience and qualifications between £20K-26K plus company benefits (potentially higher for the right candidate). As a growing business they can also offer potential for progression within their growing team and exam support for those wishing to study for the Diploma Financial Planning.