Financial Planning Administrator

  • Location

    Glasgow, Scotland

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £16000 - £22000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2587_1600092673

  • Published:

    10 days ago

  • Expiry date:

    2020-10-14

  • Consultant:

    David Everingham

Financial Planning Administrator - Glasgow - National Financial Planners - Salary negotiable up to £22,000

MB Fitzgerald recruitment are currently working with a leading National firm of financial planners who have a vacancy for an experienced IFA Administrator in their Glasgow office. The role is to support the company's Paraplanners and Financial Planners, allowing them to focus on servicing the clients.

You will be responsible for; new business processing, letters of Authority, obtaining quotes and policy information, liaising with clients and providers, other general administrative duties.

Candidates must have previous experience in an administrator role working within a firm of Financial planners.

This is the ideal opportunity for an experienced Financial Planning Administrator seeking a local opportunity at a company who pride themselves in the development and training of their staff. You'll be offered a competitive basic salary, holiday allowance, company benefits including pension contribution and full support towards study for professional qualifications