Financial Services Administrator
26-32k
Work from home
We're seeking an experienced Financial Services Administrator for an independent financial planning firm serving clients across the North of Scotland.
What We Offer:
- Career development with training and support for professional qualifications
- Flexible working options
Role Highlights:
- Provide administrative and client relationship support to Financial Planners.
- Manage office tasks, client reports, and database updates.
- Coordinate meetings and ensure Financial Planners have necessary materials.
Requirements:
- 2-3 years experience as a Financial Services Administrator in a financial planning environment
- Experience of dealing with clients