Financial Planning Administrator

Front Row Recruitment • Permanent • Glasgow, Glasgow City, Scotland, United Kingdom • £30k - £37k / year • 1d ago

Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.

Key Responsibilities

Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
Maintain accurate and up-to-date client records and financial information within back-office systems
Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
Manage new business processing, proactively progressing cases and chasing providers
Liaise with pension providers, platforms, and third parties to obtain updates and information
Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing
Maintain and update CRM systems (e.g. Intelliflo or similar) accurately
Assist with platform administration, including transfers and investments
Act as a central coordination point between clients, advisers, and internal teams
Deliver a high-quality client experience through professional communication and organisation

Applicants must possess support / administration experience from the IFA sector with proven experience providing financial planning support, client servicing, and administration. You will possess solid knowledge of pensions, investments, and financial planning processes along with experience of using back office / CRM systems such as Intelliflo.

In return you will be rewarded with a friendly and positive working environment, hybrid working, support towards professional qualifications, generous remuneration package and long term opportunity for career development

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