Financial Planning Administrator - #2127301

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