Financial Planning Administrator - Reed : Job Details

Financial Planning Administrator Opportunity in Ayrshire – Hybrid Working

Salary up to £28,000 DOE + Comprehensive Benefits Package

Are you an organised, detail-oriented professional with a knack for client interaction and administrative support? Join our client’s dynamic team as Financial Planning Administrator!

Key Responsibilities:

• Provide top-notch technical and administrative support to the Partner/Practice Manager
• Handle client queries with effective communication
• Prepare and manage compliance documentation, research, and supporting files
• Ensure all client identification and application forms are complete
• Accurately process and record management information
• Coordinate with product providers, advisers, clients, and third parties to ensure timely case completion

What They Are Looking For:

• Experience in an office support role, ideally in financial services
• Knowledge of relevant regulations and legislation (desirable)
• Proficiency with client management systems like Salesforce
• Excellent communication skills, both face-to-face and over the phone
• Strong organizational skills and attention to detail
• Ability to multitask and manage time effectively
• Positive attitude, problem-solving skills, and a team player

Why Join Our Clients Team?

• Be part of a supportive team that values cooperation and commitment
• Embrace change and innovation in a dynamic work environment
• Opportunities for continuous learning and self-improvement

If you’re ready to take on a challenging and rewarding role, apply now to become a key player in our clients financial planning team! Alternatively, contact Pauline Low at Reed on . I look forward to hearing from you!