financial planning administrator Work, Jobs in scotland (with Salaries)

Financial Planning Administrator
The Progeny Group Limited —Edinburgh
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
12d
Technical Administrator
Gateley —Glasgow
- Microsoft Excel
- Customer service
- Computer literacy
- Annual leave
- Employee assistance programme
Financial Services Administrator
The Strachan Partnership Ltd —Peterhead
- From £13.25 an hour
- Part-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
1d
Service and Administrator Coordinator
The Food Train Ltd —Castle Douglas
- £14.12 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
Quick apply
Site Administrator
Astute People —Irvine
- £200 - £250 a day
2d
Finance Administrator - Property & Capital Planning
NHS Scotland —Glasgow
- £34,544 - £43,039 a year
- Full-time
- Management
- Contracts
- Communication skills
- Annual leave
- Employee assistance programme
6d
IFA Administrator
JohnstonGreer —Aberdeen
- £28,000 - £32,000 a year
- Administrative experience
- Financial services
- Communication skills
8d
Workshop Administrator
Northgate Vehicle Hire —Inverness
- £28,734 a year
- Employee discount
Quick apply
13d
Financial Administrator
Sterling Wealth Limited —Glasgow
- £26,227 a year
- Full-time
- Computer literacy
- Organisational skills
- Financial services
Quick apply
5d
Safehaven Manager - Planning and Development
NHS Scotland —Bothwell
- £43,231 - £52,679 a year
- Call to connect
- Communication skills
- Negotiation
- Annual leave
- Sick pay
Purchasing Administrator
Outwear Ltd —Lockerbie
- From £25,000 a year
- Part-time
- Microsoft Excel
- Administrative experience
- In-person
- Free parking
- Employee discount
Quick apply
Finance Administrator
Sodexo —Glasgow
- £16.50 an hour
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Employee discount
Quick apply
6d
Operations Coordinator
St Andrews Environmental Network (StAndEN) —St. Andrews
- £28,000 a year
- Weekend availability
- Microsoft Office
- Leadership
8d
RBC Brewin Dolphin – Wealth Paraplanner
Royal Bank of Canada —Edinburgh
- Full-time
- Communication skills
- Tax experience
Project Coordinator - Community Partnership
Iberdrola Group —Glasgow
- From £38,760 a year
- Hybrid work
- Microsoft Office
- IT
- Business
- Annual leave
- Employee discount
5d
Administrative Operations Senior Manager – 6 months FTC
AAB —Edinburgh
- Hybrid work
- Management
- Administrative experience
- Annual leave
- Employee assistance programme
12d
Finance Manager
Glasgow Kelvin College —Glasgow
- £47,192 - £50,233 a year
- Hybrid work
- Accounting
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Executive Assistant
Sterling Wealth Limited —Glasgow
- £30,000 a year
- Full-time
- Administrative experience
- Organisational skills
- In-person
Quick apply
16h
Care Home Administrator
Eden 620 Ltd —Southside Central
- £12.21 - £15.00 an hour
- Full-time
- Administrative experience
- Supervising experience
- Human resources
Quick apply
243960 - Payroll Officer Annex 21
NHS Scotland —Bothwell
- £34,544 - £43,039 a year
- Call to connect
- Accounting
- Accounting
- Annual leave
- Sick pay
2h

I want to receive the latest job alerts for financial planning administrator in scotland

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planning Administrator

The Progeny Group Limited -
Edinburgh

Quick apply

Job details

Permanent | Full-time
12 days ago

Benefits

Company pension
Employee assistance programme
Private medical insurance
Referral programme

Qualifications

Microsoft Office
Financial services

Full job description

The opportunity

We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. Integral to the delivery of outstanding client experiences at Progeny, you will work alongside our knowledgeable Paraplanners and Financial Planners to assist on cases for a wide range of clients. You will be empowered to take on new tasks, develop specialist knowledge and establish yourself as ‘a go-to’ person in your team.

We are seeking someone who has gained some experience working in financial services (2+ years) and is motivated by delivering high-quality work. This opportunity is ideal for someone who enjoys working autonomously when needed, as well as working collaboratively, contributing ideas and sharing knowledge with others.

This role offers great opportunities to expand your knowledge about financial services, FCA principles, develop your technical expertise and support the learning of others. You’ll gain this through:

Regular coaching, development conversations and opportunities to advance your career through a variety of pathways.
Great exposure to a range of different areas of wealth operations and working in close partnership with multiple stakeholders.

We are a busy team, passionate about providing the best service to our clients. We are committed to developing our people, and this role will provide clear progression and growth opportunities within the Wealth Operations team and wider business.

We operate a hybrid working environment, enabling both home and office working, allowing you to balance your personal responsibilities/interests and connect with your colleagues.

What you will do

The focus of this role is the timely provision of specialised administration services to our clients and colleagues, always adhering to best practices. You will take responsibility for:

Client service: acting as a point of contact for clients, resolving client queries, preparing for client meetings and maintaining positive client relationships.
Managing documentation: ensuring thorough preparation, review and management of client documentation and maintaining comprehensive client files and reports.
Client account management: completing any additional client requests within set timeframes, including all client post-meeting actions.
Completing transactions: performing trading independently, such as switches, withdrawals and contributions.
Process management: undertaking all processes required within the Client Executive centre of excellence and managing all tasks.
Liaising with providers: dealing professionally with third-party providers regarding transactions and submissions.
Data and system management: using platforms and systems to complete your duties, ensuring data integrity and accuracy across all client records. Maintaining the accuracy of our CRM and ensuring this is accurate and kept up to date.

About you

To thrive in the role, you will be/have:

Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.
Client-focused – experienced and thrive in a client-facing role, with a genuine interest in their needs and enjoy providing proactive, effective and efficient support to stakeholders.
A Confident platform and tech user – fully proficient in the use of Microsoft Office, knowledgeable about different provider platforms and able to confidently produce and analyse reports.
Methodical and organised – motivated to deliver high-quality work, with great levels of attention to detail and experience managing different priorities.
Excellent interpersonal skills –a supportive and collaborative team member with an ability to build strong relationships effectively. You will be eager to contribute, share, coach others, and embrace your role as a ‘go-to’ person for our Associate Client Executives.
Self-driven and autonomous – happy to work autonomously and confident to take on new tasks. You’ll also be eager to develop your technical knowledge/skills and strive to become a subject matter expert.
Numerate – You have a good aptitude for numbers and enjoy applying them to real-world scenarios.

No qualification in Financial Services/Planning? No problem! Whilst working towards or holding a qualification in Financial Services is advantageous, we would still like to hear from you if you have developed great knowledge and skills in our sector and have an eagerness to learn or begin qualifications.

We may close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.

Benefits

30 days holiday plus public holidays
3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Eyecare vouchers
Family leave
Referral scheme

About Progeny

We create, enhance, and preserve wealth.

We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services. We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.

At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change.

We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.

Quick apply

Refine Your Search

financial planning administrator jobs in scotland

Financial Planning Administrator

Technical Administrator

Financial Services Administrator

Service and Administrator Coordinator

Site Administrator

Finance Administrator - Property & Capital Planning

IFA Administrator

Workshop Administrator

Financial Administrator

Safehaven Manager - Planning and Development

Purchasing Administrator

Finance Administrator

Operations Coordinator

RBC Brewin Dolphin – Wealth Paraplanner

Project Coordinator - Community Partnership

Administrative Operations Senior Manager – 6 months FTC

Finance Manager

Executive Assistant

Care Home Administrator

243960 - Payroll Officer Annex 21

I want to receive the latest job alerts for financial planning administrator in scotland

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected