Financial Planning Administrator

Financial Planning Administrator Glasgow Up to £34,000 Our client is a well-established independent financial services business looking for an experiencedFinancial Planning Administrator to join their close-knit team. This is a great opportunity for someone with previous IFA or financial services administration experience who is looking for a stable role within a friendly and supportive business. The role: You''ll be supporting the Financial Advisers with the smooth running of their client portfolios and handling the day-to-day administration across the business. Your responsibilities will include: Providing day-to-day administration support to Financial Advisers Preparing client paperwork, reports and documentation Processing new business and financial applications Liaising with clients, providers and third parties Managing client correspondence and following up outstanding information Updating and maintaining accurate client records Supporting with reviews and ongoing client servicing Processing and monitoring cases from initial submission through to completion Assisting with general office administration and supporting the wider team We''re looking for: Previous experience within financial services / financial planning administration Strong administration and organisational skills Excellent attention to detail Someone who can work independently and manage their own workload A professional and confident approach when dealing with clients and providers Experience with ..... full job details .....