Financial Planning Administrator

Financial Planning Administrator

Location : Glasgow

Salary : £26,000 to £34,000 plus excellent benefits, DOE

You will support the advice process from start to finish, ensuring clients receive a high quality and efficient service. Responsibilities include processing new business, managing Letters of Authority, preparing client review packs and meeting materials, updating client records and liaising with clients and product providers. Accuracy and strong organisational skills are essential.

You must have at least one year of experience in a similar role within an IFA practice or comparable financial planning environment. You should be confident working with financial planning systems, familiar with regulatory requirements and comfortable handling a busy and varied workload. Clear communication and a proactive approach are important.

The role offers a competitive salary from £26,000 to £34,000 depending on experience. The benefits package includes pension, death in service, private medical insurance, generous holiday entitlement and full exam support including study materials and paid exam fees.

You will have access to structured development and opportunities to progress within the wider organisation. The team actively supports professional growth and encourages employees working towards the Diploma.

Flexible working is available, including two days per week from home after the three month probation period has been completed.

If you are an experienced Financial Planning Administrator looking for a new opportunity with a respected and supportive organisation, this could be an ideal next step.