Financial Planning Administrator – Edinburgh
Tempest Jones is pleased to be recruiting for a thriving financial planning firm based in their Edinburgh office for a Financial Planning Administrator.
You’ll work closely with the Financial Planners and the support team in a collaborative environment that encourages personal growth and development, including study support toward industry exams and a long term career path into paraplanning and advice, if this is of interest to you.
What’s on offer for the Financial Planning Administrator:
- Competitive salary depending on experience and qualifications
- Comprehensive training
- Study support toward the Diploma in Financial Planning
- Hybrid working
- Long term career path into paraplanning and advice, if this is of interest.
Financial Planning Administrator Key Responsibilities:
- Provision of full back office administrative support to financial advisers who give advice on pensions, investments and protection.
- First port of call for client enquiries, answering the telephone and emails.
- Diary management and booking appointments with clients.
- Daily use of various providers platforms.
- Preparation of the review files prior to meetings.
- Preparing suitability reports for no change review clients.
- Working closely with the paraplanners.
- General administrative duties including post, filing, managing diaries, photocopying/scanning/printing.
- Other ad hoc tasks to support leadership team.
Financial Planning Administrator Requirements:
- Previous experience supporting financial planners with client administration.
- Professional and polite telephone manner, articulate when speaking with clients.
- Ideally experience using a range of provider platforms.
To apply, please send your cv to jenny @ tempestjones . com
