Financial Planning Administrator – Inverness (Hybrid)
A well-established national IFA firm is seeking a Financial Planning Administrator to join its Wealth Planning team in Inverness.
You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients.
The role will include processing new business cases, submitting business to providers, monitoring and progressing cases and liaising with advisers.
You must have experience processing new business cases within a financial planning practice and ideally experience dealing with the following platforms: Quilter, Aviva, Transact, Aberdeen, Scottish Widows.
In the role you will have excellent training and benefit from support with exams and excellent career progression opportunities.
Basic salary up to £32,000, generous benefits and bonus scheme, hybrid working.
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Financial Planning Administrator - Inverness (hybrid) in Fort William employer: MI Search Ltd Careers
Join a respected national IFA firm in Leamington Spa, where you will thrive in a professional and supportive wealth management environment. With a generous salary, flexible working arrangements, and a commitment to employee growth, this company offers a unique opportunity to develop your career while enjoying a balanced work-life dynamic. Experience a culture that values collaboration and excellence, making it an ideal place for dedicated professionals seeking meaningful employment.
