Financial Planning Administrator

☞ Pertemps Network Group

View: 102

Update day: 04-06-2024

Location: Edinburgh Scotland

Category: Finance / Bank / Stock

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Financial Planning Administrator
FPA1

4 Applicants

£24,000 - £28,000 Per Annum
Full Time
Permanent
Edinburgh, City of Edinburgh
Accountancy

Job Description

My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division.

Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you’ll become an integral part of our experienced team, providing crucial support to advisers and paraplanners throughout the client’s planning process.

Client Accounts Management - Documentation and Compliance - Client Communication - Management of Data and Reports- Internal team collaboration

A successful individual will possess;
    Previous experience in a similar role within the financial services industry.
    Proficient in using financial planning software and Intelligent Office.
    Knowledge of UK financial regulations and compliance standards.
    Excellent relationship builder
    Strong organizational and multitasking skills with acute attention to detail.
    Excellent written and verbal communication skills.
    Ability to work collaboratively in a team environment.

A relevant certification such as a Certificate or Diploma in Financial Planning

Pertemps

Michael Way
Michael.Way@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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