Adzuna
Financial Planning Administrator , IFA Support , Wealth Management
JJ Search Ltd
Glasgow, UK
£35,000 – £35,000
1 day ago
Sales Jobs
Skills & Technologies
Financial Planning
Job Description
TheCompany: Awellrespectedandprofessionalfinancialplanningfirmwithambitiousgrowthplans. TheRole: TheFinancialPlanningAdministratorwillbeakeymemberoftheteamandwillbeinvolvedinallaspectsofclientserviceadministrationandFinancialPlanningsupporttoagrowingteamofFinancialPlannersandParaplanners. TheFinancialPlanningAdministratorwillandscheduleandco-ordinateclientmeetingsandwillsupportcompliantnewbusinesssubmissionsbycompletinganddistributingallrelevantinternalandexternaldocumentation;activelymanagingt…