Financial Planning Support Team

Wealth Management Administrator Up to £30K Glasgow Central Hybrid working - Looking for an opportunity to join a larger firm, with internal progression at the forefront of their plans? - Wanting to sit your Diploma and require support to do this? - Looking for a more favorable work / life balance? If any of the above are true, then get in touch… A Glasgow based, multi award winning Wealth Management Firm are on the lookout for an experienced Wealth Management / Financial Planning Administrator to join their already established team. This individual needs prior experience of working in Administrative roles within Pension, Investments or an IFA firm. Whilst there is internal progression, and opportunities will be there to develop, the successful applicant will need to be happy to remain in this position for 18 months beforehand. Supporting Paraplanners, you will be expected to provide both administrative and telephone based service to the businesses ongoing clients, as well as being a point of contact for internal contact from new and existing clients. Reasons to apply: - Up to £30K basic salary depending on experience - Hybrid working - Exam support (Financial and study time) - Internal progression - Pension / Private Medical / Life Insurance / Critical Illness cover If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you

Location: Glasgow, GB

Posted Date: 2/1/2025