Financial Planning Administrator

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