Financial Planning Administrator

  • Location

    Edinburgh, Scotland

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

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

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Consultant:


Financial Planning Administrator - Edinburgh - Salary negotiable, around £20-26K but potential to increase for the right candidate - Leading firm of Chartered Financial Planners

MB Fitzgerald are currently working with a leading Edinburgh based firm of Chartered Financial Planners who are looking to add to their existing support team. This company are well established in the area and manage over £400M of clients funds. They are keen to add an experienced IFA Administrator who can help them continue to provide a first class service to their clients.

Candidates must be experienced Administrators from a financial planning background. You should have experience in supporting whole of market IFA's who deal with Pensions, Investments, Protection etc and ideally you will have experience using Wrap platforms. Candidates who have studied towards professional qualifications will be preferred but this is not essential

You will be responsible for; Processing New Business, liaising with providers, valuations, LOA's, preparing client meeting packs, maintaining the client database, answering client queries etc.

On offer is an excellent opportunity to join a busy firm of Chartered Financial Planners who are as busy as ever following the pandemic. They are keen to continue their growth plans and will support the candidate towards studies for professional qualifications and progression in their career.