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Financial Planning Administrator

mbf.
Posted 3 days ago, valid for 16 hours
Location

Perth, Perth and Kinross PH1 5AX, Scotland

Contract type

Full Time

Life Insurance

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

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  • The Financial Planning Administrator position offers a salary of up to £30,000 plus company benefits in Perth.
  • This is a permanent, full-time role within a leading provider of independent financial advice, focused on client-first holistic planning.
  • Candidates should have at least two years of experience in a financial services administration role, along with excellent communication and time management skills.
  • The company provides opportunities for professional growth, including support for industry-recognized qualifications like the Diploma in Financial Planning.
  • This role is ideal for those who are dedicated to delivering excellent client service and looking for a supportive work environment.
Financial Planning Administrator

Salary: Up to £30,000 + Company BenefitsLocation: PerthJob Type: Permanent, Full-Time

About the Company

A leading provider of independent financial advice, our client is committed to delivering holistic financial planning that puts clients first. The company prides itself on its core values:

  • Be the best we can be

  • Do the right thing

  • Free to be different

With a strong focus on professional growth, employees are encouraged to develop at their own pace, with opportunities for career progression across the business. Support is also available for those wishing to achieve industry-recognized qualifications, such as the Diploma in Financial Planning.

The Role

We are seeking an experienced Financial Planning Administrator to join the Client Support team. This role is ideal for someone with a strong work ethic, natural problem-solving abilities, and a passion for delivering excellent client service.

Key Responsibilities:
  • Preparing annual review packs

  • Processing new business applications and withdrawals

  • Handling client and planner queries

  • Answering phone calls and providing general administrative support

About You

The ideal candidate will have:? At least two years’ experience in a financial services administration role? Excellent verbal and written communication skills? Strong time management skills, with the ability to meet deadlines? Knowledge of Intelligent Office (preferred but not essential)? Experience with Abrdn Wrap and Quilter platform (desirable)

What’s on Offer?
  • Competitive salary up to £30,000 (depending on experience)

  • Comprehensive company benefits, including a company pension and group life assurance

  • Clear career progression opportunities within the business

  • Support towards professional qualifications, such as the Diploma in Financial Planning

  • Flexible Hybrid working

This is an excellent opportunity to join a company that values its employees and provides a supportive environment to grow and thrive.

How to ApplyIf you are an experienced administrator with a passion for financial services and client care, we would love to hear from you!

Apply now in a few quick clicks

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.