- Previous experience in a similar role within the financial services industry.
- Proficient in using financial planning software and Intelligent Office.
- Knowledge of UK financial regulations and compliance standards.
- Excellent relationship builder
- Strong organizational and multitasking skills with acute attention to detail.
- Excellent written and verbal communication skills.
- Ability to work collaboratively in a team environment.
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Financial Planning Administrator - Edinburgh, United Kingdom - Pertemps Scotland
Description
My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division.Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our experienced team, providing crucial support to advisers and paraplanners throughout the client's planning process.
Client Accounts Management - Documentation and Compliance - Client Communication - Management of Data and Reports- Internal team collaboration
A successful individual will possess;