Financial Planning Support Team

INTEGRO PARTNERS LTD

Posted 8 days ago, valid for 19 days

Glasgow, City of Glasgow G62 6EP, Scotland

£24,000 - £28,800 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Wealth Management Administrator position offers a salary of up to £30K in Glasgow Central with hybrid working options.
Candidates should have prior experience in administrative roles within Pension, Investments, or an IFA firm.
The role involves supporting Paraplanners and providing administrative and telephone-based services to clients.
Applicants should be prepared to stay in the position for at least 18 months before seeking internal progression opportunities.
The firm provides exam support, pension, private medical, life insurance, and critical illness cover.

Wealth Management AdministratorUp to £30KGlasgow CentralHybrid working - Looking for an opportunity to join a larger firm, with internal progression at the forefront of their plans?- Wanting to sit your Diploma and require support to do this?- Looking for a more favorable work / life balance?If any of the above are true, then get in touch… A Glasgow based, multi award winning Wealth Management Firm are on the lookout for an experienced Wealth Management / Financial Planning Administrator to join their already established team.This individual needs prior experience of working in Administrative roles within Pension, Investments or an IFA firm. Whilst there is internal progression, and opportunities will be there to develop, the successful applicant will need to be happy to remain in this position for 18 months+ beforehand. Supporting Paraplanners, you will be expected to provide both administrative and telephone based service to the businesses ongoing clients, as well as being a point of contact for internal contact from new and existing clients. Reasons to apply:- Up to £30K basic salary depending on experience- Hybrid working- Exam support (Financial and study time)- Internal progression- Pension / Private Medical / Life Insurance / Critical Illness cover If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.

Apply now in a few quick clicks

Financial Planning Support Team

Temporary Secretary/Typist

Temporary Secretary/Typist

Personal Assistant