Financial Administrator - Inverness, United Kingdom - MacDonald Partnership

MacDonald Partnership

Verified Company

Inverness, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Join the growing MacDonald Partnership team in Inverness

Due to the expansion and development of our financial advisory team, an exciting opportunity has emerged for a Financial Planning Administrator to join the MacDonald Partnership team in our Inverness based office.

We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.

Desirable skills and experience:

Financial Planning Administration
Intelliflo Office
Experience working with an Independent Financial Adviser
Strong work ethic
Willingness to be part of an exciting, growing business and a great team

About us:

Our team here at MacDonald Partnership hold a wealth of experience and are dedicated to delivering practical and professional independent financial advice to individuals, families, businesses and trusts across Scotland.

Originally established in Inverness in 1978 by Ian MacDonald, the business is now part of Integrity365 Ltd which, in addition to our other UK based offices, operates across our three Scottish offices in Inverness, Arbroath and Helensburgh.

MacDonald Partnership takes a holistic approach to financial planning.

From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life.

Our 'people ahead of process' ethos means that clients and employees remain at the core of everything we do.

We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products.

This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.

We offer: