Posted: | 07/05/24 | |
Recruiter: | Pertemps Glasgow | |
Reference: | 2756934146 | |
Type: | Permanent | |
Salary: | £24,000 - £28,000 Annual | |
Location: | Edinburgh | |
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;
A relevant certification such as a Certificate or Diploma in Financial Planning | |