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SalaryPertemps 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. Apply online now or contact Emily Purdie at Pertemps on (phone number removed) / (url removed) for more information.
Pertemps is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.
