Financial Planning Administrator - Glasgow, United Kingdom - Meraki Talent Ltd

Description

Financial Planning AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow.

They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role.

As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.

Responsibilities:

Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.

Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.

Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.

Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.


Background:
Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
Strong attention to detail and accuracy in data entry and documentation.
Proficient computer skills, including MS Office Suite and CRM software.
Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
Please see our website page headed (eg) 'Privacy Notice' for an explanation about how we use information we collect about you'