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Financial Planning Administrator Opportunity in Ayrshire – Hybrid Working
Salary DOE + Comprehensive Benefits Package
Are you an organised, detail-oriented professional with a knack for client interaction and administrative support? Join our client’s dynamic team as Financial Planning Administrator!
Key Responsibilities:
- Provide top-notch technical and administrative support to the Practice Manager
- Handle client queries with effective communication
- Prepare and manage compliance documentation, research, and supporting files
- Ensure all client identification and application forms are complete
- Accurately process and record management information
- Coordinate with product providers, advisers, clients, and third parties to ensure timely case completion
What They Are Looking For:
- Experience in an office support role, ideally in financial services
- Knowledge of relevant regulations and legislation (desirable)
- Proficiency with client management systems like Salesforce
- Excellent communication skills, both face-to-face and over the phone
- Strong organizational skills and attention to detail
- Ability to multitask and manage time effectively
- Positive attitude, problem-solving skills, and a team player
Why Join Our Clients Team?
- Be part of a supportive team that values cooperation and commitment
- Embrace change and innovation in a dynamic work environment
- Opportunities for continuous learning and self-improvement
If you’re ready to take on a challenging and rewarding role, apply now to become a key player in our clients financial planning team! Alternatively, contact Pauline Low at Reed on . I look forward to hearing from you!
