FInancial Planning Administrator

☞ Pertemps Network Group

View: 107

Update day: 04-06-2024

Location: Edinburgh Scotland

Category: Administrative / Clerical / Assistant

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Job content

FInancial Planning Administrator
232102028

8 Applicants

£22,000 - £28,000 Per Annum
Full Time
Permanent
Edinburgh, City of Edinburgh
Accountancy

Job Description

Financial Planning Administrator

Pertemps are delighted to bring to market an exciting opportunity based in Edinburgh City Centre. We are working with an Independent Accountancy Practice who are looking for a Financial Planning Administrator to join their team.
As a Financial Planning Administrator, you’ll become a key part of the team, working closely with financial advisors to offer support.
If you are someone who excels in collaborative, dynamic environments this would be a great role. The ideal candidate will have excellent attention to detail, and strong interpersonal skills.
    £22,000 - £28,000 (Dependent on Experience)
    Hybrid and Flexible working policy
    Access to Employee Benefits
    Excellent training and career development opportunities.

Key Duties and Responsibilities
    Providing administrative support to both Advisors and Paraplanners, ensuring back-office systems, and documents are accurate and up to date.
    Act as a point of contact for clients, communicating relevant information and answering enquiries.
    Produce and review financial planning documents, ensuring these are compliant.
    Build and maintain strong relationships with fellow colleagues, advisors, and clients.

Skills and Experience
    Previous experience working within a financial services environment.
    Excellent organisational skills, including attention to detail and the ability to multi-task,
    Strong interpersonal skills, the ability to confidently communicate with clients and colleagues.
    Motivated and driven individuals would do well in this kind of environment, as there is fantastic career development and progression opportunities.

Be a part of an organisation that values your journey, both personally and professionally. online now or contact Emily Purdie at Pertemps on 0141 243 4487 / emily.purdie@pertemps.co.uk for more information.

Pertemps is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Pertemps

Emily Purdie
emily.purdie@pertemps.co.uk
0141 248 6020
Division 232
Pertemps Glasgow
136 Hope Street
Glasgow
Lanarkshire
G2 2TG
0141 248 6020
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Deadline: 19-07-2024

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